BLACKHAWK WEALTH ADVISORS
Firm details
- Headquarters
- DANVILLE, California
- CRD number
- 132251
- Website
- blackhawkwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.14%
- Individuals15.86%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Blackhawk Wealth Advisors is a small, privately owned corporate advisory firm that manages portfolios for individuals and families, with a particular focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and supplements its advisory practice with published newsletters or periodicals. It does not position itself as an ESG-driven allocator, nor does it report multi-state or pension-consulting activity. The adviser is equity-oriented and appears to operate as a traditional RIA rather than a capital allocator or family-office vehicle. Service delivery is concentrated on high-net-worth households, and the firm uses third-party managers for select alternative exposure rather than running a large in-house private-investment platform.
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 Equities86%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds6%
Contacts
1 of 1JOHN GARDNER
OwnerCRD 1306496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DANVILLE, CA
CONTRA COSTA
Location
DANVILLE, CA
Headquartered in DANVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 3860 Blackhawk Rd
- Time zone
- PT (UTC-8)
- Office locations
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