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BLACK SWIFT GROUP, LLC

BOULDER, CO · CRD 286084 · IAPD ↗ · blackswiftgroup.com · 303-955-4381

$694.1MRegulatory AUM
2Advisory reps
9Employees
0Clients
11-25Planning clients
3Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — BLACK SWIFT GROUP, LLC notice-filed in PA, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — BLACK SWIFT GROUP, LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — BLACK SWIFT GROUP, LLC crossed $500M in regulatory AUM ($467.6M -> $558.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2025 — BLACK SWIFT GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.