BLACKHAWK FINANCIAL ADVISORS

RIASEC Registered
Total AUM
$20.1M
Discretionary
$20.1M
100% of AUM
Avg account
$184K
Accounts
109
Employees
1
Advisory reps
1

Firm details

Headquarters
COLUMBIA, South Carolina
CRD number
324019
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 registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines fee models—charging a percentage of assets under management alongside fixed fees—and offers a mix of services that include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and public educational seminars. Business lines extend into insurance brokerage and connections with a law firm, indicating a broader set of client-facing capabilities beyond pure investment management. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator to other managers. Ownership is a blend of a domestic entity and individual ownership. SEC registration year is not reported in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 7%, US Government Bonds 4%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%

Contacts

1 of 1
  • DIANE JOHNSON

    OwnerCRD 2941575

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

COLUMBIA, SC

RICHLAND

Location

COLUMBIA, SC

Headquartered in COLUMBIA, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.

Metro area
Columbia-Orangeburg-Newberry, SC
Region
South
County
RICHLAND
Address
1320 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth