Blade Financial

Overview

Blade Financial operates as a privately held limited liability company under individual ownership that provides advice to individuals and small businesses. Its core advisory services include financial planning, discretionary portfolio management for individual and small‑business clients, and the selection or oversight of other investment advisers on behalf of clients. The firm uses a mix of fee models — percentage of assets under management, hourly billing, and fixed fees — which suggests flexibility in engagement types and client needs. Blade Financial is identified as a capital allocator, and its practice of selecting other advisers indicates it places client capital across third‑party strategies as part of its implementation toolkit rather than relying solely on in‑house products. Regulatory and operational markers in public records are limited: Blade Financial is not listed as a multi‑state adviser, is not marked as an active ESG investor, and is not characterized as a pension consultant or related adviser. Its formal classification is recorded as unclassified, and no SEC registration year is provided in the available snapshot.