Role at WCM Investment Management
- Title on Schedule A
- Co-Chief Executive Officer, Director/Elected Manager
- Control
- Paul Black is a control person of WCM Investment Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Paul Black has held the filed role since January 2025.
The firm
Form ADV filed 31 August 2026
Career on record
Paul Black has been registered through WCM Investment Management since May 2011.
- Wcm Investment ManagementCurrent– present · 15 yearsLaguna Beach, CA · Adviser representative · Firm CRD 104702
- Passed Series 7 · 1997
- Passed Series 65 · 1994
Registrations and exams
Paul Black has a current investment-adviser registration in California and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 5 May 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 1994 |
| Series 7 | General Securities Representative Examination | 6 March 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Paul Russell Black
- CRD
- 2513132
- Registration status
- Investment adviser registration
- Office
- 281 BROOKS STREET, Laguna Beach, CA 92651-2974
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Paul Black work?
Paul Black has been Co-Chief Executive Officer, Director/Elected Manager of WCM Investment Management, LLC since January 2025, and is a control person of the firm.
Is Paul Black a financial advisor?
Yes. Paul Black has a current investment-adviser registration in California, through WCM Investment Management since May 2011, as of 17 October 2026.
How many years of experience does Paul Black have?
Paul Black has worked in the financial industry for 15 years as of 17 October 2026, counted from 4 May 2011, across 1 adviser firm.
What exams has Paul Black passed?
Paul Black has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in June 1994.
Where is Paul Black based?
Paul Black’s registered office is in Laguna Beach, CA.
Leadership at WCM Investment Management
- Mike TriggCo-Chief Executive Officer, Director/Elected Manager
- Don KuoDeputy Chief Operating Officer, Secretary
- David JoergerChief Compliance Officer
- Sanjay AyerDirector/Elected Manager
- Sloane PayneChief Operations Officer, Director/Elected Manager
- Kurt WinrichChairman, Director/Elected Manager