# Blackridge Asset Management, LLC

> Blackridge Asset Management, LLC is an SEC-registered investment advisory firm in Jupiter, FL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 277085
- Filed as: BLACKRIDGE ASSET MANAGEMENT, LLC
- 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)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277085
- AdvisorCensus page: https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085

## Quick answers

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

**Where is Blackridge Asset Management, LLC located?**
Blackridge Asset Management, LLC's principal office is in Jupiter, FL, according to its Form ADV; the October 2026 filing also lists 17 other offices (Schedule D, Section 1.F).

**Is Blackridge Asset Management, LLC registered with the SEC or a state?**
Blackridge Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 277085.

**How much does Blackridge Asset Management, LLC manage?**
Blackridge Asset Management, LLC reports $216,749,434 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**How have Blackridge Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blackridge Asset Management, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blackridge Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,402); high net worth individuals (31).

**Which custodians does Blackridge Asset Management, LLC use?**
Blackridge Asset 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 Blackridge Asset Management, LLC report any disciplinary disclosures?**
Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277085

**What changed in Blackridge Asset Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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).

## From the Form ADV filing

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

### 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: $216,749,434
- Discretionary: $216,749,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,402 | $103,555,632 |
| High net worth individuals | 31 | $113,193,802 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 69 total, 66 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports 6 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277085

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ann Arbor, MI
- Des Peres, MO
- Edisto Island, SC
- Fort Myers, FL
- Gainesville, VA
- Jackson, MI
- Jackson, MO
- Melbourne, FL
- Mount Pleasant, SC
- Mt. Laurel, NJ
- Pittsburgh, PA
- San Antonio, TX
- Shelby Township, MI
- Sherwood, OR
- St. Louis, MO
- Williamsville, NY
- Wyomissing, PA

### Websites listed on Form ADV (Item 1.I)
- peakbrokerageservices.com
- Facebook @PEAKbrokerageservices
- Instagram @peakbrokerage
- X @PEAK_brokerage
- YouTube @peakbrokerageservices

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $241,500,000 | 80 | June 30, 2021 |
| October 2022 | $709,494,694 | 80 | September 16, 2022 |
| October 2023 | $142,558,285 | 80 | June 28, 2023 |
| October 2024 | $186,557,899 | 80 | May 23, 2024 |
| October 2025 | $196,842,156 | 59 | May 6, 2025 |
| October 2026 | $216,749,434 | 69 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### 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%).

### May 2026
- Registered or notice-filed in WV.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blackridge Asset Management, LLC (CRD 277085): Form ADV filing data as of October 2026.