KB
KB

Keaton Black

1 Year of Experience
Grain Valley, MO

Keaton Black is a registered investment advisor at Black Capital Management, LLC, based in Grain Valley, MO, with 1 years of industry experience. Keaton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
48 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$119.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Black Capital generally requires a minimum asset level of $1 Million for investment advisory services. Investment advisory fee is negotiable at Black Capital’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Grain Valley, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Black Capital Management, LLC
April 2024 - Present · 2 yrs
State Registrations2 states
KSMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.