Wealth manager, independent · Boulder, CO
Black Swift Group, LLC
SEC-registered investment adviser · CRD 286084 · SEC 801-108740
At a glance
Black Swift Group, LLC is an SEC-registered investment adviser based in Boulder, Colorado, with $694 million in regulatory assets under management as of its Form ADV filed July 9, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 382 individual clients. By Form ADV it is a wealth manager, ranked 2,161st of 8,915 wealth managers and 6,578th of 17,210 SEC-registered advisers by assets.
Main office 303-955-4381blackswiftgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $694M
- Rank among wealth managers
- #2,161 of 8,915
- Rank among all SEC RIAs
- #6,578 of 17,210
- Rank in Colorado
- #111 of 359
- Individual clients
- 382
- High-net-worth clients
- 150
- Accounts
- 406
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Gregory J. CasalsManaging Member, CIO
- Linda J. CasalsMember
- Eric A. BrodyChief Compliance Officer, Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 150 | $494M | 71% |
| Individuals | 232 | $103M | 15% |
| Pooled investment vehicles | 3 | $77M | 11% |
| Charitable organizations | 12 | $12M | 2% |
| Corporations or other businesses | 9 | $9M | 1% |
Private funds
Black Swift Group, LLC reports 3 private funds with $77M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Black Swift Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗blackswiftgroup.com ↗
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The full record on Black Swift Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 4,532 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Black Swift Group, LLC manage?
Black Swift Group, LLC reports $694 million in regulatory assets under management across 406 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 9, 2026.
What kind of firm is Black Swift Group, LLC?
Black Swift Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Black Swift Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($494 million, 150 clients); individuals ($103 million, 232 clients); pooled investment vehicles ($77 million, 3 clients).
Does Black Swift Group, LLC manage private funds?
Yes. It reports 3 private funds with $77 million in gross assets, including hedge funds.
Does Black Swift Group, LLC have any disciplinary history?
Black Swift Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Black Swift Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →