Blackridge Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fee for financial planning and consulting services agreed in writing before services begin
0.25% to 2.50% annually depending on program, services, account size, and negotiated rate
Commissions received by IARs as registered representatives and insurance agents on brokerage transactions and insurance products, separate from advisory fees
Up to $250 per hour for financial planning and consulting services and estate planning consulting
Plan Confidence charges clients a separate monthly fee billed to credit card; BAM receives a share of this fee
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 office1070 E. Indiantown Road, Suite 208 210
Jupiter FL 33477
Advisors at this office
9
Offices (48)
Jupiter, FL
1070 E. Indiantown Road Suite 208 210, Jupiter, FL 33477
9 advisors
Williamsville, NY Spindrift Drive
305 Spindrift Drive, Williamsville, NY 14221
3 advisors
Ann Arbor, MI
455 E Eisenhower, Ann Arbor, MI 48108
2 advisors
Burbank, CA N. Glenoak Blvd
303 N. Glenoak Blvd Suite 200, Burbank, CA 91502
2 advisors
Dawsonville, GA
900 Old Dawson Village Road, Ste 110, Dawsonville, GA 30543
2 advisors
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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