BLACKSMITH ADVISORS LLC

Overview

Blacksmith Advisors LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm concentrates client capital in publicly traded equities and exchange-traded products, managing accounts on a discretionary basis and supplementing client communication with periodic publications or newsletters. Blacksmith Advisors does not position itself as an ESG-focused manager and appears to favor liquid, transparent instruments that suit smaller account sizes and straightforward reporting. Fee arrangements are primarily percentage-of-assets-under-management with the possibility of other fee structures for particular clients or services. The client base is individual and family-oriented rather than institutional; services are centered on day-to-day portfolio construction, ongoing discretionary management and client education through written materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices