Blackhawk Financial Advisors

RIAState Registered

Total AUM

$20.1M

Discretionary

$20.1M

100% of AUM

Avg account

$184K

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 324019
Website: blackhawkfinancialadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED, INVESCO
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.69%
Individuals8.27%
Pension & Profit Sharing Plans5.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blackhawk Financial Advisors is an independent limited liability RIA that serves both individual and family clients as well as institutional relationships. The firm operates on a mix of percentage-of-AUM and fixed-fee billing and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Business activities tied to the firm include insurance brokerage, a law-firm affiliation, and other financial product sales, indicating an adviser model that blends investment advice with ancillary financial and legal services. The firm does not identify as an active ESG investor and is not a capital allocator.