BLACKWATCH FINANCIAL GROUP, LLC

Overview

Blackwatch Financial Group, LLC is an independent registered investment adviser that serves individual and family clients with a blend of financial planning, portfolio management and insurance brokerage. The firm operates under an owner-led model and combines a percentage-of-assets fee schedule with hourly charges for planning and consultative work. Its advisory mandate focuses on personalized portfolios for individuals and small business owners rather than institutional or retirement-plan consulting. The firm does not position itself as an active ESG investor. Investment activity is concentrated in public-market equities and tailored managed accounts, while the firm also taps third‑party alternative managers when appropriate. The presence of insurance brokerage in the firm’s activities supports integrating annuities and other insurance-based solutions into client plans where guarantees or income design are priorities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices