Chase Llewellyn
Investment adviser representative at Black Diamond Financial, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Black Diamond Financial, LLCSep 2024 to now
- Black Diamond Financial, LLCJul 2024 to Aug 2024
- Black Diamond Financial, LLCJun 2023 to Aug 2023
- Georgetown UniversityAug 2020 to Jun 2024
- Loyola BlakefieldSep 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Black Diamond Financial, LLC
$1.4BAssets managed
361Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7981014
- Firm CRD
- 145108