Linkside Financial LLC

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Client assets under management

$10,110,000

Clients

80% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,022,000

About

Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high‑net‑worth clients, including former athletes, CEOs, and entrepreneurs, with offerings that include portfolio construction, asset allocation, investment selection, and ongoing monitoring. Financial planning is provided as part of the advisory relationship at no separate charge, and like many team firms, Linkside delivers portfolio management and charges advisory fees based on assets under management.

The firm’s investment work uses a mix of technical, quantitative (including Monte Carlo) and fundamental analysis to develop asset allocations and monitor portfolios, and Linkside may recommend private investment funds after conducting due diligence. Linkside also runs educational seminars and workshops that are free and general in nature; attendance does not, by itself, create an advisory relationship.

Compared with peers, the firm’s four‑advisor team manages a relatively small roster of clients for its reported AUM, which suggests a focus on customized, high‑touch relationships. The brochure discloses leadership experience in alternative investments and an alternative‑investment credential, notes that private‑fund recommendations are made without compensation from fund managers, and describes outside business activities and conflict‑mitigation procedures through disclosure and fiduciary obligations.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner Professional Athlete Executive

Demographic focus

Mid-Career Professionals

Fee options

Percentage

$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: 0.40%

Other

Account minimum: $100,000

Main office location

Linkside Financial LLC

4201 Congress St, Suite 145

Charlotte NC 28209, United States

Number of offices

Most active in

Florida · North Carolina · South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 704-498-4753

Advisors at this firm

Robert J

Series 63, Series 66

Charlotte, NC

Linkside Financial LLC

Robert Johnson is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding Series 63 and Series 66 credentials with one year of industry experience. His prior roles include two years at Robert W. Baird & Co. and various positions related to law and government from 2016 to 2020. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, tailoring strategies to client objectives using technical and quantitative methods, and conducts public educational seminars on investments.

Private / alternative investments Founder/Business Owner Professional Athlete Executive Mid-Career Professionals

Andrew L

Series 65

Charlotte, NC

Linkside Financial LLC

Andrew Lee is a financial advisor at Linkside Financial LLC in Charlotte, NC. He holds a Series 65 designation and joined Linkside Financial in 2025. Prior to his advisory role, Lee spent several years working in professional sports organizations, including the Arizona Cardinals, Carolina Panthers, and Cleveland Browns. Linkside Financial LLC provides ongoing asset management and wealth services to a diverse client base, including high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, tailoring strategies to client objectives using technical and quantitative methods with an emphasis on risk awareness.

Private / alternative investments Founder/Business Owner Professional Athlete Executive Mid-Career Professionals

Brenton B

Series 65, Series 66

Charlotte, NC

Linkside Financial LLC

Brenton Bersin is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PointBlank Ventures, Independent Advisor Alliance, LPL Financial, and SilverRock Wealth Partners. Outside of his advisory role, Bersin is the founder and CEO of Purse Golf, a software development company. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, using technical and quantitative methods such as Monte Carlo simulations, and conducts public educational seminars on investments.

Private / alternative investments Founder/Business Owner Professional Athlete Executive Mid-Career Professionals

Kevin B

Series 63, Series 65

Charlotte, NC

Linkside Financial LLC

Kevin Blocker is a financial advisor at Linkside Financial LLC with one year of experience. He holds Series 63 and Series 65 credentials and has previously worked at Blocker Capital, Quasar Distributors, LLC, and Horizon Investments LLC. Outside of advising, he is the CEO and owner of Blocker Capital Group, a passive investment vehicle. Linkside Financial LLC provides ongoing asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers tailored portfolio management using technical and quantitative methods and conducts public educational seminars on investments and its services.

Private / alternative investments Founder/Business Owner Professional Athlete Executive Mid-Career Professionals

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