Overview

Total Firm Assets
$182 million
Average High-Net-Worth Client Portfolio Size
$4.9 million

Fee Disclosure

Source: ADV PART 2A- DARK HORSE ADVISORS LLC (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.60%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $63,000 0.63%
$50 million $263,000 0.53%
$100 million $513,000 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.87%
Number of High-Net-Worth Clients
18
Total Client Accounts
426
Discretionary Accounts
426

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
312741
  • ADV PART 2A- DARK HORSE ADVISORS LLC (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions