AdvizorPro

Blackridge Asset Management, LLC

Blackridge Asset Management, LLC. CRD 277085

B

CRD: 277085

Blackridge Asset Management, LLC

Jupiter, FL, 33477
5616415050
blackridgeasset.com
$370.3M Total AUM
$309.6M Disc. AUM
40.1% 3Y CAGR
72 Employees
1,596 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Assetmark · Charles Schwab & Company · First Clearing
Clients
Retail and Institutional
Platforms
--
Established Date
11-19-2015
Office Locations
57

Office Locations

10 North Martingale RD Suite 400 Schaumburg IL
105 Pilgrim Village DR Suite 500 Cumming GA
1070 E. Indiantown Road Suite 208-210 Jupiter FL

About Blackridge Asset Management, LLC

Blackridge Asset Management, LLC is a Jupiter, FL RIA serving retail and institutional clients, providing planning-led wealth management across investment planning, tax and estate planning, retirement plans, insurance, and business succession. Portfolios emphasize asset allocation and fixed income, implemented largely with ETFs and mutual funds in SMAs. Platform-forward practice using Envestnet; custody includes Schwab.

Team overview

49 AVG AGE
$5.5M AVG AUM / ADVISOR
$232.0K AVG AUM / CLIENT
5.2 yrs AVG TENURE
72 Employees
67 Advisory Reps
72 RIA Reps
10yrs Firm Age

Insights

See the complete signal summary connected to peak harbor.
Premium access reveals conviction themes in north wave fusion.
Premium access reveals conviction themes in momentum glacier vital.
See the complete signal summary connected to vertex.
Upgrade to reveal position-level detail across eagle prime.
Unlock to compare peer behavior around fusion fusion.
Upgrade to reveal position-level detail across pioneer alpha.
Unlock to see real insight on zenith harbor.

Asset Classes

Legacy

Client Personas

Bridge

CRM

Vertex

Investment Themes

Unison

Investment Vehicles

Matrix

Platform

Wave pioneer

Services

Delta Eagle Atlas North Unison Vertex signal Ember Radial focus Value optima

Owner & Executives

KAREN Le'Ellen COKER

KAREN Le'Ellen COKER

Chief Risk Officer

CRD
#2731928
Ownership
Less than 5%
(365) 776-8280
alpha.harbor@atlascapital.com
in linkedin.com/in/vector-bridge
C

Christopher Brian Mueller

Chief Operations Officer

CRD
#2098597
Ownership
Less than 5%
(645) 267-3688
focus.pathway@vertexcapital.com
in linkedin.com/in/radial-delta
L

Legacy capital

Oak ridge vertex

CRD
#95727
Ownership
20.1%
(365) 581-7507
eagle.prime@glaciercapital.com
in linkedin.com/in/capital-prime

Showing 2 of 6 owners & executives

Unlock all

Contacts

S

SCOT BRIAN AHEARN

--

CRD
#1620029
(249) 901-9249
pathway.atlas@vectorcapital.com
in linkedin.com/in/ridge-optima
DENNY ARTACHE

DENNY ARTACHE

--

CRD
#2558382
(927) 952-5108
pathway.timber@insightcapital.com
in linkedin.com/in/insight-radial
P

Prime horizon

Focus beacon

CRD
#19993
(525) 436-8833
vital.ridge@unisoncapital.com
in linkedin.com/in/insight-harbor

Showing 2 of 76 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2022
06-28-2023
05-23-2024
11-18-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $309,601,173 $239,629
Non-Discretionary $60,700,561 $256,121
Total $370,301,734 $242,186

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $370,301,734

$370.3M Total SMA
Private Funds:
7.5%
Equity - Exchange:
31.8%
Cash:
24.9%
Corporate - Investment Grade:
35.8%
Asset class Assets Assets %
Private Funds $420,667,236 7.5%
Equity - Exchange $1,783,629,079 31.8%
Cash $1,396,615,223 24.9%
Corporate - Investment Grade $2,007,984,938 35.8%
Total $5,608,896,476 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform