Dark Horse Advisors Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 312741
· SEC file 801-136369
·
· pw.darkhorse.cpa
☆ Save with Pro
ADV data as of Apr 27, 2026
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 179
- Avg AUM / client
- $1.0M
- Accounts
- 426
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $91.0M | 50.1% |
| High net worth individuals | 18 | $88.8M | 48.9% |
| Pension and profit sharing plans | 1 | $1.9M | 1.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Sevier | Registered representative | Mar 2023 (3y) | ||
| Matthew D. Poole | Registered representative | CFP | Mar 2023 (3y) | |
| Jacob Tyler Montes | Registered representative | Dec 2023 (3y) | ||
| Blake Frederick Feindel | Registered representative | Jan 2026 (1y) | ||
| Bryan Sonderby | Registered representative | Jan 2026 (1y) |
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) | 04/27/2026 | 1.25 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
- • Subscription fees
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $59.9M (33% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗