Scottsdale, AZ 21090 N. Pima Rd Office

Team
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Blackhawk Capital Partners, LLC logo

Blackhawk Capital Partners, LLC

Team

Firm-wide stats for Blackhawk Capital Partners, LLC

Total advisors

10

Across 5 offices

Clients per advisor

31 Very Low

Avg AUM per client

$1,302,904 High

HNW client ratio

53% High

About

Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that provides discretionary portfolio management, wealth and business planning, and access to third‑party money managers for individuals (including high‑net‑worth clients), retirement plans, trusts, charities, and business entities. The firm commonly delivers ongoing portfolio management and written or oral financial plans tailored to client goals, risk tolerance, and time horizon.

Blackhawk typically manages accounts on a discretionary basis, evaluates investments using quantitative methods and optimization, and may recommend mutual funds, ETFs, individual securities, or third‑party separate account managers. The firm also operates as a model portfolio provider and sub‑adviser—uploading its Blackhawk Dividend Growth Strategy to third‑party platforms—and conducts regular monitoring and quarterly reporting to clients.

A distinctive feature of the firm is that some advisory personnel are also registered representatives of United Planners Financial Services (in which Blackhawk holds a 0.27% ownership interest) and certain staff are licensed insurance agents; the brochure discloses that personnel may receive commission or insurance compensation in addition to advisory fees and that clients are not required to use United Planners. The firm’s role as a model provider and sub‑adviser means its proprietary strategies are distributed through third‑party platforms (where model or hypothetical performance may be displayed), and it participates in custodial institutional programs that provide services and benefits to the firm.

Based on Blackhawk Capital Partners, LLC

Expertise

Private / alternative investments Concentrated stock management

Based on Blackhawk Capital Partners, LLC

Location

21090 N. Pima Rd

Scottsdale AZ 85255

Advisors at this office

4

Advisors at this office

user avatar

Jay R

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.

Private / alternative investments Concentrated stock management
user avatar

Matthew K

CFA®, Series 63, Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Matthew Kruelle is an associate portfolio manager at Blackhawk Capital Partners, LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has also self-published books and short stories since 2020. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial plans, using quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party managers.

Private / alternative investments Concentrated stock management
user avatar

Mario D

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Private / alternative investments Concentrated stock management
user avatar

Christopher N

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.

Private / alternative investments Concentrated stock management
View complete list of advisors at this office
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