BLACKRIDGE ASSET MANAGEMENT, LLC

CRD

277085

SEC file #

801-108114

EIN

270673362

DBA names

—

Economics

AUM

$196.8M

AUM band

$100M-$500M

AUM trajectory

'20 · $59.1M

'21 · $178.4M

'22 · $241.5M

'23 · $709.5M

'25 · $196.8M

'26 · $196.8M

'20'26

$59.1M → $196.8M▲ +233%

sec adv history

Client mix

Individuals Other	640
Individuals High Net Worth	36
Corporations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 40 advisors

'21 · 53 advisors

'22 · 75 advisors

'23 · 80 advisors

'25 · 59 advisors

'26 · 59 advisors

'20'26

40 advisors → 59 advisors▲ +48%

sec adv history

Primary office

JUPITER FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/06/2026

ADV-W filed at

—

Website

—

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FINANCIAL SERVICES HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FINANCIAL SERVICES HOLDINGS, LLC

PEAK REPS, LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

45,743

Form 5500 Compensation Trajectory 3y

2025

45,743

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

45,743

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001593387

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-03-13

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001593387-26-000004

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611

Business

444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611

Edgar EIN

270673362

Edgar Recent Filings

13F-HR2026-05-13 · 0001593387-26-000004

13F-HR2026-02-17 · 0001593387-26-000002

Firm Has Custody

Mailing Office Differs

Trust Company Affiliate

Taylor, Christian, Gabriel

People (55)

IAR · Executive Officer · 2.5%

5462381

KAREN Le'Ellen COKER

Christopher Brian Mueller

2731928

2098597

David Levert Phillips

2054858

Reynolds, Matthew, Mark

4077413

Regina Mary Rudnick

2373530

Lisa Michelle Avenevoli

LISABETH MORGAN SCHILLER

Kayla Elizabeth Boron

7379925

JOSEPH ANTHONY GRUTTA

ANTHONY SCOTT DIETRICH

2731386

CHARMAINE VALOIS KAES

1202355

Shannon Teresa Loughery

MICHAEL ANTHONY SPERRAZZA

2731436

6531391

KEVIN Bradford GEIGER

GEHAD MOHAMED YOUSSEF

PHILIP GERARD FERRARO