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 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
0
Very LowAverage account size
—
About
Block House Investments, LLC provides discretionary portfolio management services to individuals, including high‑net‑worth clients, and prepares an Investment Policy Statement for each client that documents objectives, time horizon, tax considerations, and risk tolerance. The firm reports no assets under management and no client accounts as of January 2026 and operates as a single‑advisor registered investment adviser.
The firm’s investment approach centers on fundamental analysis and a long‑term trading horizon, with a primary focus on equities and publicly traded companies. Block House implements client strategies under discretionary authority, performs at‑least‑monthly reviews of accounts, and relies on custodian‑generated reports for client reporting.
Distinctive operational features include a requirement that clients use Schwab Institutional as custodian and a policy that clients may not impose investment restrictions based on values or beliefs, which is atypical among peers that often accept directed brokerage or exclusion requests. The firm is newly formed (December 2025), does not engage third‑party sub‑advisers, and discloses the potential to receive research or other services (soft‑dollar benefits) from its custodian.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth 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
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