BLACKMORE FINANCIAL SOLUTIONS

Overview

Blackmore Financial Solutions is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families and centers its business on financial planning and portfolio management for individual clients and small businesses. In addition to advisory work, the firm acts as an insurance broker and sells other financial products, which it integrates into comprehensive planning and wealth-management solutions. Investment activity is concentrated in public, exchange‑traded instruments—equities are the dominant allocation—and the firm offers multiple fee arrangements (percentage of AUM, hourly, fixed fees and commissions). Blackmore is not positioned as a multi‑state or ESG‑focused adviser and does not function as a capital allocator to other advisory firms; instead it manages client portfolios directly, with a preference for liquid, tradable securities that fit small-to-midsized accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices