Blackwatch Financial Group, LLC

RIAState Registered
Total AUM
$28.3M
Discretionary
$28.3M
100% of AUM
Avg account
$464K
Accounts
61
Employees
2
Advisory reps
2

Firm details

Headquarters
Lisle, Illinois
CRD number
327684
Registered since
November 16, 2023
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI74.5%
  • Individuals25.5%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Blackwatch Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines advisory services—financial planning and discretionary portfolio management for individuals and small businesses—with insurance brokerage. Ownership is held by an individual principal. Fee arrangements include assets-under-management fees and hourly charges. The firm is state-registered in Illinois and Nevada and is not designated as a capital allocator or an ESG-focused manager. Its business mix suggests a hybrid advisory/insurance model that caters to personal wealth needs rather than institutional or pension consulting mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 13%, State & Local Bonds 7%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents13%
  • State & Local Bonds7%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lisle, IL

Du Page

Location

Lisle, IL

Headquartered in Lisle, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
4200 Commerce Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth