Blackwatch Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BlackWatch Financial Group advises ultra‑high‑net‑worth families and charitable organizations, providing discretionary investment management, financial planning, and multi‑family office services including foundation advisory and philanthropy support. The firm reports approximately $28.3 million in discretionary assets under management across a small client base and offers both ongoing portfolio oversight and standalone planning engagements.
The firm develops customized Investment Policy Statements and uses mean‑variance optimization software to guide asset allocation across traditional equities and fixed income as well as alternative exposures such as hedge funds, private equity, real estate and structured notes, and it may allocate to independent managers. BlackWatch emphasizes ongoing monitoring, consolidated reporting that can include illiquid assets, and cash and administrative services typical of family office arrangements.
Noteworthy disclosures in the brochure include that the firm is also a licensed life insurance agency and that its insurance‑licensed personnel may recommend or sell insurance products to clients, a relationship the firm identifies as a potential conflict of interest. The brochure also describes receipt of custodial support services from a major broker‑dealer and discloses the use of endorsements in advertising—practices that are less common among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning and consulting services offered on a fixed fee basis, generally starting at $10,000
Negotiable, generally up to 1.10%
Planning and consulting fees generally begin at $10,000; may range from $10,000 to $50,000 on a negotiated fixed fee or hourly basis
Account minimum: $250,000
Main office
See office4200 Commerce Court, Suite 310
Lisle IL 60532
Advisors at this office
1
Offices (2)
Most active in
Illinois · Nevada
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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.
Forms ADV
Advisors at this firm
Karin F
Series 65
Reno, NV
Blackwatch Financial Group, LLC
Karin Fenwick is a financial advisor at BlackWatch Financial Group, LLC with one year of industry experience. She holds a Series 65 designation and previously served as an assistant professor and Head of the Marketing Department at Universidad Adolfo Ibanez from 2013 to 2025. BlackWatch Financial Group advises ultra-high-net-worth families and charitable organizations, offering discretionary investment management, financial planning, and multi-family office services. The firm employs customized investment policies and diversified asset allocation strategies, including alternative investments, while providing consolidated reporting and administrative services typical of family offices.
Charles C
Series 63, Series 65, Series 66
Lisle, IL
Blackwatch Financial Group, LLC
Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at U.S. Bancorp Investments, Inc., Investment Professionals, Inc., Concourse Financial Group Securities, Inc., and Woodbury Financial Services, Inc. BlackWatch Financial Group serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management, financial planning, and multi-family office services. The firm focuses on customized investment policy development, diversified asset allocation including alternative investments, and ongoing portfolio monitoring with consolidated reporting.
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