Blackridge Asset Management, LLC logo

Blackridge Asset Management, LLC

Updated today

Client AUM

$216,749,434

Clients

2,433

Advisors

66

across 48 offices

About

Blackridge Asset Management provides financial planning, investment management and related consulting to individuals, high‑net‑worth clients, trusts, estates, corporations, retirement plans and charitable organizations through a network of investment adviser representatives. Services include tailored financial planning, model‑based portfolio management, referrals to third‑party money managers, and estate‑planning support delivered via an online platform.

Most client accounts are managed on an affiliated turnkey asset management platform (truEdge) using model portfolios selected with the client, and the firm also sponsors six wrap‑fee programs on the First Clearing platform or places assets with unaffiliated Providers or PAN managers under discretionary or non‑discretionary arrangements. BAM uses a mix of fundamental, technical and charting analysis, aggregates trades when advantageous, and delegates trading and allocation for platform and Provider accounts to those managers.

The firm is notable for its interwoven relationships with affiliated entities: it is affiliated with an introducing broker‑dealer (Peak Brokerage), requires clients to custody accounts at Peak Brokerage/First Clearing or Charles Schwab for platform accounts, and its affiliated platform and related persons receive platform payments and operate a private fund that some principals have an interest in. Many IARs are also registered representatives and licensed insurance agents, and the firm receives revenue‑share and referral payments from third‑party vendors (for example, for estate‑planning and plan‑allocation services); BAM discloses these arrangements and states it manages them through policies and supervisory procedures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

Fixed fee for financial planning and consulting services agreed in writing before services begin

Percentage

0.25% to 2.50% annually depending on program, services, account size, and negotiated rate

Commissions

Commissions received by IARs as registered representatives and insurance agents on brokerage transactions and insurance products, separate from advisory fees

Project-based

Up to $250 per hour for financial planning and consulting services and estate planning consulting

Subscriptions

Plan Confidence charges clients a separate monthly fee billed to credit card; BAM receives a share of this fee

Other

Account minimum: $7,500 to $25,000 depending on the program; PIM, CustomChoice and PAN have no program minimum; other services have no minimum Fee-only: Financial planning and consulting fees charged at an hourly rate not exceeding $250 or at a fixed fee agreed in writing before services begin

Main office

See office

1070 E. Indiantown Road, Suite 208 210

Jupiter FL 33477

Advisors at this office

9

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin

Also doing business as

Ahearn Wealth Management · Apostolos, LLC · Artache Estate Planning · Black Lab Financial Services · Blackridge Asset Management, LLC · Champion Capital Advisors · Ciaglia Financial · Commonwealth Financial Group, LLC · Cook Financial Group · Diversified Financial Solutions · Eckel Financial Group; Rural Electric Planning Group · Faith Investment Services, LLC · Gateway Wealth Strategies · Geiger Investments · Germack Financial · Horizon Compass Wealth · Hpr Wealth Management · Snow Wealth Management, LLC · Texas Retirement Headquarters; Champion Capital Advisors · The Financial Guys · Veritas Wealth Planning LLC · Xecutive Wealth Strategies

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark R

PFS™, Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Rupolo has worked at several firms, including Peak Brokerage Services, Lurie LLP, and 1st Global Insurance Services. He is also the owner and president of a CPA firm and serves as president of two condominium association boards in Fort Myers, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through a turnkey asset management platform and offers a range of wrap-fee programs with discretionary and non-discretionary management.

Wealth management
user avatar

Stacy C

Series 63, Series 65

Shelby Township, MI

Blackridge Asset Management, LLC

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of experience. She holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc. Calder is also a line dance instructor and a weight loss coach through Optavia. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis and offers model-based portfolio management through an affiliated turnkey asset management platform.

Wealth management
user avatar

Ellis R

Series 63, Series 65

Navasota, TX

Blackridge Asset Management, LLC

Ellis Regini is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Peak Brokerage Services, Regal Investment Advisors, Regulus Financial Group, and Next Financial Group. He has also operated Ellis and Sandra Regini, LLC since 2013. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and third-party referrals, and manages most client accounts on an affiliated turnkey asset management platform.

Wealth management
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Denny A

Series 63, Series 66

Port St Lucie, FL

Blackridge Asset Management, LLC

Denny Artache is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has held roles at Blackridge Asset Management since 2017 and leads Artache Financial Group since 2021. Outside of his advisory work, he performs with the Denny Artache Band and serves as president of a local chapter of the Society of Financial Awareness. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial plans and model-based portfolio management primarily through a turnkey asset management platform, utilizing a blend of fundamental, technical, and charting analysis.

Wealth management
user avatar

Alexander L

Series 66

Williamsville, NY

Blackridge Asset Management, LLC

Alexander Long is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Peak Brokerage Services, Silver Grove Advisory Services, LPL Financial, and Specific Solutions, Inc. Outside of his advisory work, he serves as a college consultant providing financial aid form preparation through Send Your Kids to College. Blackridge Asset Management delivers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and referrals to third-party money managers through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Wealth management
user avatar

Thomas M

Series 63, Series 65

Rochester Hills, MI

Blackridge Asset Management, LLC

Thomas Meissner is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Advisory Services and NEXT Financial Group. Outside of advisory work, he serves as a referee and is involved as a promoter with LVZ Advisors. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through an online platform and offers access to multiple wrap-fee programs and third-party money managers.

Wealth management
user avatar

Andrew R

Series 63, Series 65

Dawsonville, GA

Blackridge Asset Management, LLC

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

Wealth management
user avatar

Gregory S

Series 63, Series 66

San Antonio, TX

Blackridge Asset Management, LLC

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Blackridge Asset Management since 2022 and concurrently at Peak Brokerage Services, LLC since 2017. Outside of his advisory roles, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a combination of tailored financial planning and model-based portfolio management, largely through an affiliated turnkey asset management platform, and offers estate-planning support via an online platform.

Wealth management
user avatar

Philip F

Series 66

Jackson, MI

Blackridge Asset Management, LLC

Philip Ferraro III is a financial advisor at Blackridge Asset Management, LLC with 11 years of experience in the industry. He holds the Series 66 designation and has previously worked at firms including Wealth Strategies Financial Group, Securian Financial Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the University of Michigan Athletics Career Advisory Board and works as a wrestling referee to support youth development. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based portfolio management approach through affiliated turnkey platforms and offers a range of wrap-fee programs and third-party manager referrals.

Wealth management
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Nathan R

Series 66

Miami, FL

Blackridge Asset Management, LLC

Nathan Ramos is a financial advisor at Blackridge Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Blackridge since 2017, following prior roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of advising, Ramos tutors undergraduate and graduate students in subjects including mathematics, finance, and business, and he instructs a quantitative portfolio management course. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while offering estate-planning support and referrals to third-party managers.

Wealth management
user avatar

Denise N

Series 63

Medford, NY

Blackridge Asset Management, LLC

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 credential and 33 years of industry experience. She has worked at Blackridge Asset Management and Peak Brokerage Services since 2016 and has been associated with Bisys since 1996. Denise is the founder and president of POWER, a nonprofit women's group, serves on the Town of Brookhaven Women’s Advisory Board, and hosts a financial radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm offers tailored financial planning, model-based portfolio management, and estate-planning support, utilizing a mix of fundamental, technical, and charting analysis.

Wealth management
user avatar

Frank G

Series 63, Series 65

Kissimmee, FL

Blackridge Asset Management, LLC

Frank Giguere is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has previously worked at Intrepid, Sagepoint Financial, Inc., and Jackson Hewitt. Outside of his advisory work, he is also active as an insurance agent and a travel agent, and he works as a receiver for Lowe’s. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through an affiliated turnkey asset management platform and offers estate-planning support and referrals to third-party money managers.

Wealth management
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Lisa A

CFP®, Series 63, Series 65

Des Peres, MO

Blackridge Asset Management, LLC

Lisa Avenevoli is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Blackridge Asset Management, LLC since 2021. Prior to that, she worked for Steve Robbins, Inc. for 21 years. She is a joint owner of JAGS Investment, LLC, where she assists with bookkeeping and record-keeping. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis, offering model-based portfolio management and estate-planning support through an online platform.

Wealth management
user avatar

Kevin G

Series 63, Series 65

Schaumburg, IL

Blackridge Asset Management, LLC

Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with several firms, including The Retirement Guys Formula and Retirement Wealth Advisors. Geiger is also involved with Geiger Investments and Peak Brokerage Services, where he engages in brokerage and insurance-related activities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management, third-party money manager referrals, and estate-planning support delivered through an online platform.

Wealth management
user avatar

Lisabeth S

Series 63, Series 66

Burbank, CA

Blackridge Asset Management, LLC

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Schiller is involved in multiple nonprofit organizations in the Pasadena area, serving in various board roles and also produces musical theater projects through her own LLC. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs model-based portfolio management and offers services through an online platform, utilizing a mix of fundamental, technical, and charting analysis.

Wealth management
View complete list of advisors at this firm
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