David Zinreich
Black Diamond Financial · Lutherville, Maryland
David Zinreich is a fee-only financial advisor at Black Diamond Financial in Lutherville, Maryland, who holds the CFP credential. Black Diamond Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Black Diamond Financial |
|---|---|
| Based in | Lutherville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.37B across 1,261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, OR · CRD 6252531 |
| Exams passed | Series 65 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.blackdfinancial.com |
How David's firm compares
- Black Diamond Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,261 accounts).
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Questions about David
Is David Zinreich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Black Diamond Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Black Diamond Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Zinreich based?
David Zinreich is based in Lutherville, Maryland.
What credentials does David Zinreich hold?
David Zinreich holds the CFP credential.
Is David Zinreich registered with the SEC?
Yes. David Zinreich is registered as an investment adviser representative in MD and OR (CRD 6252531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Diamond Financial manage?
Black Diamond Financial reports $1.37B across 1,261 accounts in assets under management.
How do I contact David Zinreich?
Through David's website, www.blackdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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