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- Custodian
- Assetmark · Charles Schwab & Company · First Clearing
- Clients
- Retail and Institutional
- Platforms
- Pathway capital
- Established Date
- 11-19-2015
- Office Locations
- 57
Office Locations
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.
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Owner & Executives
KAREN Le'Ellen COKER
Chief Risk Officer
- CRD
- #2731928
- Ownership
- Less than 5%
Christopher Brian Mueller
Chief Operations Officer
- CRD
- #2098597
- Ownership
- Less than 5%
Legacy capital
Oak ridge vertex
- CRD
- #95727
- Ownership
- 20.1%
Showing 2 of 6 owners & executives
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SCOT BRIAN AHEARN
--
- CRD
- #1620029
DENNY ARTACHE
--
- CRD
- #2558382
Prime horizon
Focus beacon
- CRD
- #19993
Showing 2 of 76 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,601,173 | $239,629 |
| Non-Discretionary | $60,700,561 | $256,121 |
| Total | $370,301,734 | $242,186 |
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Separately Managed Accounts
Total SMA Asset: $370,301,734
| 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% |