CRD: 194516
Blackmore Financial Solutions
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- Custodian
- Altruist · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2015
- Office Locations
- 1
Office Locations
About Blackmore Financial Solutions
Blackmore Financial Solutions is a Bozeman, Montana-based advisory firm serving clients nationwide. They provide approachable financial planning and investment management for individuals, couples, investors, and business owners—covering budgeting and debt paydown, retirement planning, and small-business forecasting. Portfolios are primarily ETF-based, with custody including Altruist and Interactive Brokers. Founded by Brock and Jen Schimbeno, the team emphasizes clear, accessible guidance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 196 clients, or 98 clients per representative. That equates to $131.6K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
JENIFER GINNY Schimbeno
CDFA® | Financial Advisor | Trained Mediator
- CRD
- #5466416
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BROCK SCHIMBENO
Investment Advisor
- CRD
- #6476361
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,789,537 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,789,537 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Blackmore Financial Solutions has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.