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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLACK CAPITAL MANAGEMENT, LLC

CRD 105622

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b82b74f9-151d-1b60-61ac-7858b7870c3f

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2012 to Mar 4, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $120MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $14.9M
Private client RAUM: $120MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $39.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 48
Individual clients: 15
High net worth clients: 33
SEC number: 801-121478
CRD: 105622
Filings on the tape: 16
First filed: Feb 17, 2012
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, MO
Website: blackcapitalmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERRY PAUL BLACK	Chartered Financial Analyst	GRAIN VALLEY, MO	37	38	n/a	no
TAYLOR MATTHEW BLACK	Chartered Financial Analyst	GRAIN VALLEY, MO	13	13	n/a	no
Keaton Montgomery Black	n/a	GRAIN VALLEY, MO	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLACK, TERRY, PAUL	Member	E	yes	10/1987	Feb 17, 2012	Mar 26, 2024
BLACK, TAYLOR, MATTHEW	CHIEF COMPLIANCE OFFICER	Na	no	02/2020	Mar 25, 2024	Mar 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$120M	$14.9M	3	3	1	n/a	n/a
2024	Feb 27, 2025	$131M	$18.7M	4	3	1	n/a	n/a
2023	Mar 25, 2024	$126M	$12.5M	2	2	1	n/a	n/a
2022	Feb 23, 2023	$121M	$3.5M	4	2	1	n/a	n/a
2021	Mar 10, 2022	$117M	$0	2	2	1	n/a	n/a
2011	Feb 17, 2012	$72.2M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$120M	$131M	-8.8%	$121M	-0.3%	3	4	1	1

Relationships

Registered with (3)

← Keaton Montgomery BlackAdvisorregistration: current employment
Apr 4, 2024 to presentfactForm ADV
← TAYLOR MATTHEW BLACKAdvisorregistration: current employment
Aug 2, 2013 to presentfactForm ADV
← TERRY PAUL BLACKAdvisorregistration: current employment
Nov 30, 1988 to presentfactForm ADV

Controls (1)

← BLACK, TERRY, PAULOwnerMEMBER, ownership code E, individual
Feb 17, 2012 to Mar 26, 2024factForm ADV

Owns (1)

← BLACK, TAYLOR, MATTHEWOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2024 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 12, 2021
First Form ADV filing
Black Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b82b74f9-151d-1b60-61ac-7858b7870c3f
First observed: Feb 17, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLACK CAPITAL MANAGEMENT, LLC

CRD 105622

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b82b74f9-151d-1b60-61ac-7858b7870c3f

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRY PAUL BLACK

Chartered Financial Analyst

GRAIN VALLEY, MO

n/a

TAYLOR MATTHEW BLACK

Chartered Financial Analyst

GRAIN VALLEY, MO

n/a

Keaton Montgomery Black

n/a

GRAIN VALLEY, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLACK, TERRY, PAUL

Member

yes

10/1987

Feb 17, 2012

Mar 26, 2024

BLACK, TAYLOR, MATTHEW

CHIEF COMPLIANCE OFFICER

02/2020

Mar 25, 2024

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$120M

$14.9M

n/a

2024

Feb 27, 2025

$131M

$18.7M

n/a

2023

Mar 25, 2024

$126M

$12.5M

n/a

2022

Feb 23, 2023

$121M

$3.5M

n/a

2021

Mar 10, 2022

$117M

n/a

2011

Feb 17, 2012

$72.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$120M

$131M

-8.8%

$121M

-0.3%