BLACKWATER FINANCIAL

Overview

Blackwater Financial is an independent Registered Investment Adviser operating as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and offers financial planning along with portfolio management for individuals, small businesses and institutions. Blackwater Financial also provides manager selection services, indicating they place client assets into external strategies or advisers when appropriate. Investment preferences tilt toward equities: the firm lists exchange-traded equities as its most-used asset type and reports an equity preference. Blackwater Financial charges clients on a percentage-of-AUM basis and can also use fixed fees. It is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or affiliated related adviser.

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Public Holdings

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Location & Offices