Blacksmith Advisors LLC

Blacksmith Advisors, LLC provides discretionary, fee‑only investment management to individuals (including high‑net‑worth clients), trusts, estates, business entities, and charitable organizations, delivering ongoing monitoring and account reviews. The firm may also offer limited consulting on non‑investment matters such as cash‑flow projections, tax or estate planning implementation but does not hold itself out as a financial planner, attorney, accountant, or insurance agent.

Investment decisions are guided by a mix of fundamental, cyclical, charting and technical analysis and are implemented through long‑ and short‑term purchases of individual equities, fixed income and exchange‑traded funds; cash is treated as an asset class and may be maintained defensively. Portfolios are managed on a discretionary basis with periodic reviews and the possibility of extended periods of low trading activity when the adviser determines changes are neither necessary nor prudent.

Distinctive features include a newsletter/content arrangement in which the firm is compensated for providing macro‑economic and market commentary used by a separate, unaffiliated adviser while also making investment updates available to its own clients—an offering that is uncommon among peers. The brochure discloses that the managing member has a material financial interest in a private company (clients may instruct the firm not to purchase that interest), and it notes trustee activity and custodial relationships that may create conflicts the firm addresses through its policies.