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Blacksmith Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,250,000
Clients
50
16% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$165,000
About
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.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Fee options
Under $2,000,000 - $1,999,999: 1.25% annually (0.3125% quarterly) $2,000,000 - $4,999,999: 1.00% annually (0.2500% quarterly) $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) $10,000,000+: 0.50% annually (0.1250% quarterly)
Fee-only: Fee-only basis, no commissions or performance fees
Main office location
Blacksmith Advisors LLC
New York NY, United States
Number of offices
2
Most active in
Blacksmith Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New York
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:
-
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
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