Blackhawk Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,100,000
Total clients
59
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$1,052,542
About
The firm provides investment supervisory and advisory services to individuals, trusts, estates and investment companies, offering portfolio management and financial planning that include continuous advice and custodial reporting. It manages roughly $62 million for a small client base and issues monthly custodian statements plus more detailed quarterly account reports.
The firm's investment approach blends fundamental, technical, charting and cyclical analysis in a proprietary methodology intended to optimize portfolios and manage risk, using both long‑ and short‑term purchases across equities, fixed income, mutual funds and ETFs. Accounts are reviewed on an ongoing basis with formal quarterly performance reviews, and the firm typically operates with discretionary authority to implement its recommendations.
Noteworthy features include the principal’s multiple professional designations and a demonstrated background in providing investment education and continuing‑education programs for other professionals, which informs the firm’s client communications. The brochure also indicates the firm distributes periodic newsletters and educational materials and maintains a formal Code of Ethics with annual training—practices that are less common among independent advisers.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $500,000: 1.25% annually $500,001+: 0.80% annually
Minimum fee: $1,000 minimum fee per calendar quarter Fee-only: Fees are negotiable
Main office location
Blackhawk Wealth Advisors
3860 Blackhawk Rd, Ste. 160
Danville CA 94506, United States
Number of offices
1
Most active in
Blackhawk Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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