B
$4.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2006
- Office Locations
- 1
Office Locations
-- Indianapolis IN
About Blackwood Investment Group, LLC
Blackwood Investment Group advises employers on customized retirement plan design and services, helping plan sponsors meet fiduciary obligations while improving participant retirement outcomes. The firm also offers investment planning and portfolio construction support, and commonly works with Schwab as a custodian.
Team overview
45 AVG AGE
$4.1M AVG AUM / ADVISOR
$90.0K AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Meridian Element focus Delta
Investment Themes
Insight north North optima Value radial
Investment Vehicles
Unison vertex
Services
North capital Foundation capital Wave Signal Value Ridge Capital insight Optima alpha Prime
Owner & Executives
SHAUN MICHAEL KNOCH
Managing Member, Owner
- CRD
- #4227340
- Ownership
- 75% or more
(736) 647-2718
pathway.matrix@optimacapital.com
in linkedin.com/in/fusion-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,138,760 | -- |
| Total | $4,138,760 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,138,760
Public Funds:
48.0% Cash:
52.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,567,677,057 | 48.0% |
| Cash | $1,698,316,812 | 52.0% |
| Total | $3,265,993,869 | 100.0% |