Wealth manager, independent · Jupiter, FL
Blackridge Asset Management, LLC
SEC-registered investment adviser · CRD 277085 · SEC 801-108114
At a glance
Blackridge Asset Management, LLC is an SEC-registered investment adviser based in Jupiter, Florida, with $217 million in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 2,433 individual clients. By Form ADV it is a wealth manager, ranked 5,529th of 8,915 wealth managers and 11,851st of 17,210 SEC-registered advisers by assets.
Main office 561-641-5050peakbrokerageservices.comAs filed on Form ADV
- Regulatory AUM
- $217M
- Rank among wealth managers
- #5,529 of 8,915
- Rank among all SEC RIAs
- #11,851 of 17,210
- Rank in Florida
- #723 of 1,090
- Individual clients
- 2,433
- High-net-worth clients
- 31
- Accounts
- 696
- Discretionary
- 100% of AUM
- Employees
- 69
- Advisory staff
- 66
- Offices
- 61
Owners and executives on its Form ADV
- Matthew M. ReynoldsPresident / CFO
- Regina M. RudnickCo-President
- David L. PhillipsChief Information Security Officer
- Christopher B. MuellerChief Operations Officer
- Karen Le'ellen CokerChief Risk Officer
- Christian G. TaylorChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Blackridge Asset Management, LLC is a hybrid RIA: 63 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Peak Brokerage Services, LLC and Thurston, Springer, Miller, Herd & Titak, Inc..
- Peak Brokerage Services, LLC ↗CRD 157045
An introducing broker-dealer: its trades clear through Wells Fargo Clearing Services, which holds the brokerage accounts. Its annual audited report filed with the SEC, June 2026
- Thurston, Springer, Miller, Herd & Titak, Inc. ↗CRD 8478
Its Form ADV brochure (filed September 2026) names Peak Brokerage as the broker-dealer its advisers are registered with.
Most of BAM’s IARs are also registered representatives of Peak Brokerage and licensed insurance agents.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 31 | $113M | 52% |
| Individuals | 2,402 | $104M | 48% |
Disciplinary disclosures
Blackridge Asset Management, LLC answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗peakbrokerageservices.com ↗
AtlasMembers
The full record on Blackridge Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,116 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Blackridge Asset Management, LLC manage?
Blackridge Asset Management, LLC reports $217 million in regulatory assets under management across 696 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Blackridge Asset Management, LLC?
Blackridge Asset Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Blackridge Asset Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($113 million, 31 clients); individuals ($104 million, 2,402 clients).
Does Blackridge Asset Management, LLC have any disciplinary history?
Blackridge Asset Management, LLC answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Blackridge Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →