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Chase Llewellyn

Black Diamond Financial, LLC

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About Chase Llewellyn

Chase Llewellyn is an Investment Advisor Representative at Black Diamond Financial, LLC. Chase has been in the financial industry since 2023 and has a Series 65 license. Chase's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Chase has worked at Black Diamond Financial, LLC since 2023. Chase is also a graduate of Georgetown University.

Firm Information

Chase Llewellyn is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Llewellyn’s Registration & Firm History

MD

09/06/2024 - Present

Black Diamond Financial, LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 08/21/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Llewellyn.
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