Lotay Yang
Black Card Circle · Las Vegas, Nevada
Lotay Yang is a fee-only financial advisor at Black Card Circle in Las Vegas, Nevada, who holds the CFP credential. Black Card Circle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Black Card Circle |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.3M across 470 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 2663097 |
| Exams passed | Series 63 (1995) · Series 65 (1998) · Series 66 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.blackcardcircleria.com |
| Profile |
How Lotay's firm compares
- Black Card Circle's average account is about $209,000, from its Form ADV (assets managed divided by 470 accounts).
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Questions about Lotay
Is Lotay Yang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lotay holds no broker registration, and Black Card Circle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lotay charge for financial advice?
Lotay's firm, Black Card Circle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lotay Yang based?
Lotay Yang is based in Las Vegas, Nevada.
What credentials does Lotay Yang hold?
Lotay Yang holds the CFP credential.
Is Lotay Yang registered with the SEC?
Yes. Lotay Yang is registered as an investment adviser representative in CA, NV and TX (CRD 2663097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Card Circle manage?
Black Card Circle reports $98.3M across 470 accounts in assets under management.
How do I contact Lotay Yang?
Through Lotay's website, www.blackcardcircleria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
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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