$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
5 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Capital Group · Truist Bank
- Clients
- Retail
- Platforms
- Meridian optima
- Established Date
- 05-27-2025
- Office Locations
- 2
Office Locations
4201 Congress ST Suite 145 Charlotte NC
-- Charlotte NC
About Linkside Financial LLC
Linkside Financial LLC is a Charlotte-based RIA with 2 offices. The firm has been operating for 1 years. Managing $10.1M in total assets under management, with 4 advisory representatives. They custody assets with Altruist and Capital Group. Services offered include Asset Management, Equity Compensation, Estate Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge peak Momentum glacier Meridian Alpha catalyst
Client Personas
Meridian beacon Capital bridge North signal
Custodian
Optima
Investment Themes
Eagle radial Harbor atlas Prime
Investment Vehicles
Glacier momentum Eagle
Services
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Technology
Peak signal
Owner & Executives
K
KEVIN WAYNE BLOCKER
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4486392
- Ownership
- 50% but less than 75%
(547) 398-7696
pioneer.signal@harborcapital.com
in linkedin.com/in/bridge-matrix
A
Andrew Paul Lee
PARTNER
- CRD
- #8112348
- Ownership
- 50% but less than 75%
(419) 825-6467
capital.matrix@peakcapital.com
in linkedin.com/in/pathway-summit
Showing 2 of 2 owners & executives
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B
BRENTON MATHEW BERSIN
--
- CRD
- #7058639
(666) 907-5135
fusion.radial@peakcapital.com
in linkedin.com/in/quantum-element
R
Robert G Johnson
--
- CRD
- #7688105
(320) 370-8333
wave.quantum@crestcapital.com
in linkedin.com/in/capital-matrix
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,110,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,110,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,110,000
Equity - Exchange:
20.5% U.S. Government/Agency:
79.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,108,558,737 | 20.5% |
| U.S. Government/Agency | $4,299,044,859 | 79.5% |
| Total | $5,407,603,596 | 100.0% |