Blackwatch Financial Group, LLC
Firm details
- Headquarters
- Lisle, Illinois
- CRD number
- 327684
- Registered since
- November 16, 2023
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.5%
- Individuals25.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blackwatch Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines advisory services—financial planning and discretionary portfolio management for individuals and small businesses—with insurance brokerage. Ownership is held by an individual principal. Fee arrangements include assets-under-management fees and hourly charges. The firm is state-registered in Illinois and Nevada and is not designated as a capital allocator or an ESG-focused manager. Its business mix suggests a hybrid advisory/insurance model that caters to personal wealth needs rather than institutional or pension consulting mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities45%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents13%
- State & Local Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lisle, IL
Du Page
Location
Lisle, IL
Headquartered in Lisle, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 4200 Commerce Ct
- Time zone
- CT (UTC-6)
- Office locations
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