Blacktower Financial Management (Us) LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 25, 2026, reports $254M in regulatory assets under management, 29 employees, 21 offices, and 480 accounts.
Assets Under Management
$254M
Employees
29
Offices
21 offices
Total Clients
479
Primary office
ORLANDO, FL
4700 MILLENIA BOULEVARD, SUTE 175, ORLANDO, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.3% of total clients.
Top client categories% of clientsClients
1
Individuals
93.3%
447
2
HNWI
6.7%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 25, 2026
Discretionary100.0%
$254M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$254M
Total Accounts480
10Y AUM Change+$254M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee17:1
10Y Employee Change+27 (+1350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.