Black Diamond Financial, LLC

Overview

Black Diamond Financial, LLC is an SEC registered investment adviser based in Lutherville, MD, registered since 2015. It reports $1.4B in assets under management across 1,261 accounts, with 17 employees. It has 14 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

89%

Accounts

1,261

Average account

$1.1M

Employees

17

Advisory reps

14

Registered since

2015

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Matthew Paul Goette Member, Chief Compliance Officer CRD 3114797

Advisory reps 3 of 14

• Lindsay Dyson Dryden IV Investment Adviser Rep CRD 3114622
• Jordan M Fisher Investment Adviser Rep CRD 4254073
• Matthew Paul Goette Investment Adviser Rep CRD 3114797

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2330 W Joppa Rd Ste 320
Lutherville, MD 21093

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: blackdfinancial.com

Every state, with registration dates

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