Gainesville, VA Office

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.