Blackridge Asset Management, LLC

Blackridge Asset Management (BAM) provides personalized financial planning, asset management and related consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts and small businesses. Services are delivered by its Investment Advisor Representatives through fee‑based portfolio management, adviser‑as‑portfolio‑manager programs, third‑party money managers and occasional retainer arrangements.

BAM’s investment process is driven by client questionnaires and risk profiles; IARs may select or construct model portfolios, utilize third‑party model providers, and manage accounts on a discretionary or non‑discretionary basis, with custodians including Charles Schwab, AssetMark and First Clearing. The firm employs a multiphase due diligence process for sub‑managers, uses portfolio analytics and external research, and provides clients with custodial statements and periodic performance reviews.

Notable distinctions include a January 2025 acquisition by Financial Services Holdings LLC followed by additions to its compliance and risk leadership, and the firm’s recent expansion to provide sub‑advisory services to unaffiliated third‑party RIAs as of September 2025, which shifts BAM toward acting as a sub‑manager in addition to its advisory role. BAM is a subsidiary of Peak Reps LLC and is affiliated with Peak Brokerage Services, arrangements the Form ADV discloses as giving rise to potential conflicts of interest (for example, revenue‑share and interest rebate arrangements) that clients are advised to review.