Blackridge Asset Management, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated May 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$216,749,434 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

AHEARN WEALTH MANAGEMENT, APOSTOLOS, LLC, ARTACHE ESTATE PLANNING, BLACK LAB FINANCIAL SERVICES, CHAMPION CAPITAL ADVISORS, CIAGLIA FINANCIAL, COMMONWEALTH FINANCIAL GROUP, LLC, COOK FINANCIAL GROUP, DIVERSIFIED FINANCIAL SOLUTIONS, ECKEL FINANCIAL GROUP; RURAL ELECTRIC PLANNING GROUP, FAITH INVESTMENT SERVICES, LLC, GATEWAY WEALTH STRATEGIES, GEIGER INVESTMENTS, GERMACK FINANCIAL, HORIZON COMPASS WEALTH, HPR WEALTH MANAGEMENT, SNOW WEALTH MANAGEMENT, LLC, TEXAS RETIREMENT HEADQUARTERS; CHAMPION CAPITAL ADVISORS, THE FINANCIAL GUYS, VERITAS WEALTH PLANNING LLC, XECUTIVE WEALTH STRATEGIES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 69. Performing investment advisory functions: 66.

Wrap fee program participation

Yes.

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.

Other offices (Schedule D, Section 1.F)

17 other offices, as of the October 2026 filing

Ann Arbor, MIDes Peres, MOEdisto Island, SCFort Myers, FLGainesville, VAJackson, MIJackson, MOMelbourne, FLMount Pleasant, SCMt. Laurel, NJPittsburgh, PASan Antonio, TXShelby Township, MISherwood, ORSt. Louis, MOWilliamsville, NYWyomissing, PA

States registered or notice-filed

38 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

6 Reports 6 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.E(1) Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $241,500,000 in the October 2021 data and $216,749,434 in the October 2026 data, down 10%.

Total employees: 80 in October 2021 and 69 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name Xecutive Wealth Strategies.
   • Added the business name Veritas Wealth Planning LLC.
   • Added the business name The Financial Guys.
   • Added the business name Texas Retirement Headquarters; Champion Capital Advisors.
   • Added the business name Snow Wealth Management, LLC.
   • Added the business name HPR Wealth Management.
   • Added the business name Horizon Compass Wealth.
   • Added the business name Germack Financial.
   • Added the business name Geiger Investments.
   • Added the business name Gateway Wealth Strategies.
   • Added the business name Faith Investment Services, LLC.
   • Added the business name Eckel Financial Group; Rural Electric Planning Group.
   • Added the business name Diversified Financial Solutions.
   • Added the business name Cook Financial Group.
   • Added the business name Commonwealth Financial Group, LLC.
   • Added the business name Ciaglia Financial.
   • Added the business name Champion Capital Advisors.
   • Added the business name Black LAB Financial Services.
   • Added the business name Artache Estate Planning.
   • Added the business name Apostolos, LLC.
   • Added the business name Ahearn Wealth Management.
   • Item 11 disclosure answers changed: 6 yes answers, previously 2 (now yes: 11.D(1), 11.D(2), 11.D(4), 11.E(1)).
   • Employees performing advisory functions went from 67 to 66.
   • Regulatory assets under management went from $370,301,734 to $216,749,434 (-41%).
   • Updated its list of owners and control persons (Schedule A).
2. June 2026
   • Employees performing advisory functions went from 59 to 67.
   • Regulatory assets under management went from $196,842,156 to $370,301,734 (+88%).
3. May 2026
   • Registered or notice-filed in WV.
4. December 2025
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.