Blackhawk Capital Partners, LLC

RIASEC Registered

Total AUM

$452M

Discretionary

$451M

100% of AUM

Avg account

$541K

Accounts

836

Employees

Advisory reps

Firm details

Headquarters: Thiensville, Wisconsin
CRD number: 158020
Registered since: March 12, 2015
Website: blackhawk-capital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: HNWI78.45%
Individuals10.04%
Pension & Profit Sharing Plans6.01%
Corporations / Businesses5.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blackhawk Capital Partners, LLC is an independent, individual-owned RIA that serves both high-net-worth individuals and institutional clients. The firm is SEC-registered (registration year 2015) and acts as a capital allocator, supplementing discretionary portfolio management with financial planning and selection of outside advisers. Its business activities include serving as a registered representative of a broker-dealer and operating as an insurance broker, and its advisory services list portfolio management for individuals and small businesses, pension consulting, and financial planning. Fee arrangements are varied and include AUM-based fees, hourly and fixed fees, commissions, and other structures.