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Blackwater Financial

Blackwater Financial. CRD 331580

Blackwater Financial logo

CRD: 331580

Blackwater Financial

Fairmont, WV
3043144249
$46.5M Total AUM
$46.5M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
Vector pathway
Established Date
08-08-2024
Office Locations
1

Office Locations

-- Fairmont WV

About Blackwater Financial

Blackwater Financial is an independent RIA led by Todd Latocha, CFP, providing on-demand, comprehensive financial advice for busy mid- to late-career professionals and business owners. Services span investment management, tax and insurance planning, and coordinated wealth strategy via a straightforward intro/assessment process. Portfolios are primarily ETF-based in SMAs, with custody through Altruist and Charles Schwab.

Team overview

-- AVG AGE
$46.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Insight

Client Personas

Pioneer capital

Custodian

Unison Element pioneer Vital

Investment Themes

Meridian optima Vertex

Investment Vehicles

Oak

Platform

Beacon meridian

Services

Atlas North quantum Foundation Capital pioneer Quantum horizon Frontier Beacon optima Matrix timber Horizon

Technology

Bridge

Owner & Executives

TODD LEE LATOCHA

TODD LEE LATOCHA

Chief Compliance Officer, Director Of Financial Planning, Owner

CRD
#6266874
Ownership
75% or more
(681) 567-4047
optima.capital@insightcapital.com
in linkedin.com/in/wave-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $46,529,449 --
Non-Discretionary $0 --
Total $46,529,449 --

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Separately Managed Accounts

Total SMA Asset: $46,529,449

$46.5M Total SMA
Equity - Exchange:
28.9%
Public Funds:
19.5%
U.S. Government/Agency:
23.5%
Cash:
28.1%
Asset class Assets Assets %
Equity - Exchange $589,720,569 28.9%
Public Funds $397,908,342 19.5%
U.S. Government/Agency $479,530,566 23.5%
Cash $573,396,125 28.1%
Total $2,040,555,602 100.0%

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