Block House Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Block House Investments, LLC is a single-advisor registered investment adviser that, per its brochure, currently reports no assets under management or clients and offers discretionary portfolio management to individuals and high‑net‑worth individuals. The firm describes delivering individualized investment policy statements, ongoing portfolio monitoring, and portfolio implementation focused primarily on publicly traded equities.
The firm’s stated investment approach relies on fundamental analysis and a long‑term trading horizon, with portfolios managed under discretionary authority and monthly reporting provided by the custodian. Block House requires clients to use a specific custodian (Schwab Institutional) and discloses that it may receive research or other soft‑dollar benefits from custodial relationships.
Distinctive features in the brochure relative to peers include the combination of a zero‑AUM, single‑adviser operation and an explicit policy not to aggregate trades for multiple client accounts, a practice that can affect execution for smaller or illiquid orders. The firm also notes it does not use third‑party managers, does not accept performance‑based fees, and discloses potential conflicts when representatives trade in the same securities recommended to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $3,000,000: 0.80% $3,000,001+: 0.60%
Main office location
Block House Investments, LLC
Sewickley PA, United States
Number of offices
1
Most active in
Block House Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · 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
Quick links
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