Linkside Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high‑net‑worth clients, including former athletes, CEOs, and entrepreneurs, with offerings that include portfolio construction, asset allocation, investment selection, and ongoing monitoring. Financial planning is provided as part of the advisory relationship at no separate charge, and like many team firms, Linkside delivers portfolio management and charges advisory fees based on assets under management.
The firm’s investment work uses a mix of technical, quantitative (including Monte Carlo) and fundamental analysis to develop asset allocations and monitor portfolios, and Linkside may recommend private investment funds after conducting due diligence. Linkside also runs educational seminars and workshops that are free and general in nature; attendance does not, by itself, create an advisory relationship.
Compared with peers, the firm’s four‑advisor team manages a relatively small roster of clients for its reported AUM, which suggests a focus on customized, high‑touch relationships. The brochure discloses leadership experience in alternative investments and an alternative‑investment credential, notes that private‑fund recommendations are made without compensation from fund managers, and describes outside business activities and conflict‑mitigation procedures through disclosure and fiduciary obligations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: 0.40%
Account minimum: $100,000
Main office
4201 Congress St, Suite 145
Charlotte NC 28209
Advisors at this office
4
Most active in
Florida · North Carolina · South Carolina
Also doing business as
Linkside Financial · Linkside Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Robert J
Series 63, Series 66
Charlotte, NC
Linkside Financial LLC
Robert Johnson is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird & Co. for two years. His background includes roles related to law, having been associated with the University of North Carolina School of Law and DeMayo Law Offices. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm combines technical, quantitative, and fundamental analysis to develop and monitor customized portfolios, and offers financial planning as part of its advisory services.
Andrew L
Series 65
Charlotte, NC
Linkside Financial LLC
Andrew Lee is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Linkside Financial in 2025, he spent six years with the Arizona Cardinals and one year with the Carolina Panthers. Linkside Financial provides discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm uses a combination of technical, quantitative, and fundamental analysis to create and monitor customized portfolios and offers financial planning as part of its advisory services.
Brenton B
Series 65, Series 66
Charlotte, NC
Linkside Financial LLC
Brenton Bersin is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PointBlank Ventures, Independent Advisor Alliance, LPL Financial, and SilverRock Wealth Partners. Outside of his advisory role, Bersin is the founder and CEO of Purse Golf, a software development company. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, using technical and quantitative methods such as Monte Carlo simulations, and conducts public educational seminars on investments.
Kevin B
Series 63, Series 65
Charlotte, NC
Linkside Financial LLC
Kevin Blocker is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horizon Investments LLC and Quasar Distributors, LLC. He is also the CEO and owner of Blocker Capital Group, a passive investment vehicle. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm uses a combination of technical, quantitative, and fundamental analysis to develop and monitor portfolios and offers financial planning as part of its advisory services.
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