A complete list of active advisors currently associated with Blacksmith Advisors LLC

Warmer can help you find a great advisor at Blacksmith Advisors LLC or one who fits your needs even better.

Blacksmith Advisors LLC provides fee-only discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. The firm manages portfolios that allocate among individual equities, debt and fixed income securities and exchange-traded funds, and it may provide limited, no‑additional‑fee consultation on non-investment matters when requested. The firm employs a blend of fundamental, technical, cyclical and charting analysis and implements both long‑term and short‑term purchase strategies, with ongoing monitoring and discretionary rebalancing. Blacksmith treats cash as an asset class and may maintain cash positions for defensive purposes, with cash included in assets under management. Noteworthy distinctions include a disclosed arrangement under which the firm is compensated for providing macroeconomic and market content to an external publication while also producing investment updates for its own clients at no separate charge—an uncommon practice among peers. The managing member also serves as the firm’s chief compliance officer, and the brochure discloses both a material financial interest in a private issuer (clients may direct the firm not to purchase that issuer for their accounts) and that the firm may receive support services from recommended custodians, creating potential conflicts that are disclosed and addressed.

To learn more about the advisors currently working at Blacksmith Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.