# Black Knight Wealth Management, LLC

> Black Knight Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 305515
- Filed as: BLACK KNIGHT WEALTH MANAGEMENT, LLC
- Also doing business as: BOW TIE WEALTH MANAGEMENT, CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC, INTEGRATED ADVISORS, OIC CAPITAL, OPULENCE PLANNING GROUP, PHOENIX RISING WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305515
- AdvisorCensus page: https://advisorcensus.com/firm/black-knight-wealth-management-llc-305515

## Quick answers

**How is Black Knight Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Black Knight Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Black Knight Wealth Management, LLC registered with the SEC or a state?**
Black Knight Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 305515.

**How much does Black Knight Wealth Management, LLC manage?**
Black Knight Wealth Management, LLC reports $539,219,474 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (48% discretionary).

**How have Black Knight Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Black Knight Wealth Management, LLC: Regulatory assets under management: $145,057,516 in the October 2023 data and $539,219,474 in the October 2026 data, up 272%. Total employees: 11 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Black Knight Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); high net worth individuals (84).

**Which custodians does Black Knight Wealth Management, LLC use?**
Black Knight Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Black Knight Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305515

**Does Black Knight Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "There is no account minimum for any of BKWM, LLC’s services."

**What changed in Black Knight Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Boston, MA. Registered or notice-filed in MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None

> There is no account minimum for any of BKWM, LLC’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $539,219,474
- Discretionary: $258,712,188
- Non-discretionary: $280,507,286

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $72,296,616 |
| High net worth individuals | 84 | $466,922,858 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, FL, IL, KS, LA, MA, MI, MO, MT, NE, NM, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Amarillo, TX
- Arlington, TX
- Boston, MA
- Hot Springs, AR
- St. Charles, MO

### Websites listed on Form ADV (Item 1.I)
- blackknightwm.com
- bowtiewealth.com
- canadianriverwealth.com
- opgadvisors.com
- phoenixrisingwm.com
- LinkedIn @opulence-planning-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $145,057,516 | 11 | March 29, 2023 |
| October 2024 | $163,201,808 | 6 | September 30, 2024 |
| October 2025 | $239,952,261 | 15 | July 22, 2025 |
| October 2026 | $539,219,474 | 14 | August 4, 2026 |

Regulatory assets under management: $145,057,516 in the October 2023 data and $539,219,474 in the October 2026 data, up 272%.
Total employees: 11 in October 2023 and 14 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Boston, MA.
- Registered or notice-filed in MA.

### April 2026
- Added the business name OIC Capital.
- Employees performing advisory functions went from 7 to 10.
- Regulatory assets under management went from $239,952,261 to $539,219,474 (+125%).
- Registered or notice-filed in TN.

### December 2025
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Black Knight Wealth Management, LLC (CRD 305515): Form ADV filing data as of October 2026.