B
CRD: 327684
Blackwatch Financial Group, LLC
Lisle, IL, 60532
6303809430
$28.3M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2024
- Office Locations
- 2
Office Locations
4200 Commerce Court Suite 310 Lisle IL
-- Stateline NV
About Blackwatch Financial Group, LLC
Blackwatch Financial Group, LLC is a Lisle-based RIA with 2 offices. The firm has been operating for 2 years. Managing $28.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and US Bank. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$28.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Zenith signal Momentum alpha
Investment Vehicles
Peak pioneer Radial
Services
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Owner & Executives
Charles Ross Campbell
Chief Compliance Officer, Managing Member, President
- CRD
- #1767837
- Ownership
- 75% or more
(319) 273-6518
unison.zenith@peakcapital.com
in linkedin.com/in/crest-vector
Showing 1 of 1 owners & executives
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K
Karin Veronica Usach Franck
--
- CRD
- #8052251
(611) 931-7737
prime.insight@alphacapital.com
in linkedin.com/in/focus-oak
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,324,643 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,324,643 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,324,643
Equity - Exchange:
32.9% Public Funds:
22.2% Cash:
22.8% Municipal Bonds:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,181,304,299 | 32.9% |
| Public Funds | $797,111,107 | 22.2% |
| Cash | $818,654,651 | 22.8% |
| Municipal Bonds | $793,520,516 | 22.1% |
| Total | $3,590,590,573 | 100.0% |