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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector pathway
- Established Date
- 08-08-2024
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
TODD LEE LATOCHA
Chief Compliance Officer, Director Of Financial Planning, Owner
- CRD
- #6266874
- Ownership
- 75% or more
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| 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
| 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% |