BLACKHAWK FINANCIAL ADVISORS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Contacts
1 of 1DIANE JOHNSON
OwnerCRD 2941575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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