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BLACK DIAMOND FINANCIAL, LLC

· CRD 314622 · IAPD ↗ · bdfria.com · 201-214-2104

$440.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — BLACK DIAMOND FINANCIAL, LLC notice-filed in FL, GA, IL, MD, NC, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — BLACK DIAMOND FINANCIAL, LLC reported RAUM up 83% ($199.6M -> $365.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — BLACK DIAMOND FINANCIAL, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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