BLACKBURN FINANCIAL

Overview

Blackburn Financial is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individuals and families. The firm combines financial planning with discretionary portfolio management for both individual/small-business clients and business or institutional relationships, and it also provides pension consulting. Blackburn Financial charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — which supports flexibility for both ongoing investment mandates and one-off planning engagements. Investment activity is heavily tilted toward public equities. The adviser favors exchange-traded instruments for principal exposure and appears to implement equity-centric portfolios as the core of client assets. Blackburn Financial is not identified as an ESG-focused manager and does not report multi-state adviser registration, suggesting a more locally concentrated regulatory footprint. The firm does not act as a capital allocator in the sense of operating its own private funds, though it does use third-party external managers for select alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices