Frisco, TX logo

Frisco, TX Office

Team
Updated today
Black Knight Wealth Management, LLC logo

Black Knight Wealth Management, LLC

Team

Firm-wide stats for Black Knight Wealth Management, LLC

Total advisors

14

Across 8 offices

Clients per advisor

32 Low

Avg AUM per client

$1,214,458 Typical

HNW client ratio

19% Low

About

Black Knight Wealth Management provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and personal services that include coordination with clients’ attorneys, tax advisors, insurance advisors, and private bankers. The firm also recommends and facilitates investments in private funds managed by an affiliated adviser, Black Knight Alternative Investments (BKAI), and offers access to mutual funds, ETFs, REITs, private equity and annuities.

BKWM documents client objectives and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis using model Income and Growth portfolios or tailored strategies when appropriate. Its investment process employs fundamental, quantitative, technical and modern portfolio theory analyses and may include derivatives and options strategies alongside traditional equity and fixed‑income allocations, with accounts reviewed at least monthly.

Notable features that distinguish the firm from many peers include its role as a fund sponsor through BKAI and related revenue‑sharing arrangements among several DBAs that have separate ownership structures, which the firm discloses as a potential conflict when recommending affiliated funds. The brochure also discloses that some advisors provide legal or tax services separately and that one representative is dually registered with a broker‑dealer; the firm operates under multiple DBAs and across nine offices, a structure less common among comparable team firms.

Based on Black Knight Wealth Management, LLC

Expertise

Concentrated stock management Retirement income strategy Annuities Private / alternative investments

Based on Black Knight Wealth Management, LLC

Occupation focus

Founder/Business Owner Executive

Based on Black Knight Wealth Management, LLC

Location

Frisco TX

Advisors at this office

6

Advisors at this office

user avatar

Jonathan H

Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Jonathan Hendler is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Black Knight Wealth Management, he worked at JP Morgan Chase and has a military background, having served six years in the US Army. Outside of finance, he is employed by Life Time Fitness. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm manages accounts using a variety of investment strategies and also sponsors private funds through an affiliated adviser.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
user avatar

Christopher C

Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
user avatar

Jonathan M

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
user avatar

Katrina R

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
user avatar

Brentt S

Series 66, Series 63, Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Adaptation Financial, and New York Life Insurance Company. He serves as a board member for the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that includes discretionary account management using model portfolios and access to a range of investment options, including private funds managed by its affiliated adviser.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
user avatar

Lance P

CFP®

Frisco, TX

Black Knight Wealth Management, LLC

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")