Black Card Circle, Llc
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $98.3M
- Discretionary
- $0
- Clients
- 470
- Avg AUM / client
- $209K
- Accounts
- 470
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 426 | $32.1M | 32.6% |
| High net worth individuals | 34 | $64.5M | 65.7% |
| Pension and profit sharing plans | 3 | $396K | 0.4% |
| Charitable organizations | 3 | $187K | 0.19% |
| Corporations and other businesses | 4 | $1.1M | 1.11% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lotay Yang | Registered representative | CFP | Jan 2018 (9y) | |
| Bret Alan Ferrante | Registered representative | Jan 2019 (8y) | ||
| Kevin Kingsley Holmes | Registered representative | Mar 2023 (3y) | ||
| Barry Craine | Registered representative | Jan 2025 (2y) | ||
| Kay Anne Imperial | Registered representative | Jan 2025 (2y) | ||
| Ryan Brenton Tape | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $98.3M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗