BLACKRIDGE ASSET MANAGEMENT, LLC

Latest filing: May 06, 2025 (59 days ago)

View on IAPD

Adviser Website

AUM

$196,842,156

6% change vs. 1 year ago

-72% change vs. 3 years ago

10% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

-26% change vs. 1 year ago

-26% change vs. 3 years ago

-9% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

JUPITER, FL

1070 E. INDIANTOWN ROAD, JUPITER, FL, UNITED STATES, 33477

Client AUM

Discretion	AUM
Discretionary	$0.2
Non-Discretionary	$0.0
Total	$0.2

Client	AUM
Retail	$0.2
Pooled	$0.0
Institutional	$0.0
Total	$0.2

Retail	Accounts	AUM
Individual	640	$0.1
Average Individual AUM		$190,484
HNW	36	$0.1
Average HNW AUM		$1,754,863
Retail Total	676	$0.2
Average Retail AUM		$273,794

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	SAN FRANCISCO-CA-USA	$0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$0.2
Retail SMA AUM	$0.2
Institutional SMA AUM	$0.0

Asset Class	%	AUM
Equity Exch	40%	$0.1
Equity Non-Exch	15%	$0.0
Govt Agency	0%	$0.0
Municipal	1%	$0.0
Sovereign	0%	$0.0
IG Credit	0%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	35%	$0.1
Other Pools	1%	$0.0
Cash	8%	$0.0
Other	0%	$0.0
Total	100%	$0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
TOP ADVISORS GROUP	$0.0		-
PEAK BROKERAGE SERVICES, LLC	$0.0	broker-dealer	157045

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

5 active

Name	Title
REYNOLDS, MATTHEW, MARK IAPD Broker	CHIEF COMPLIANCE OFFICER
RUDNICK, REGINA, MARY IAPD Broker	PRESIDENT/CHIEF EXECUTIVE OFFICER
PHILLIPS, DAVID, LEVERT IAPD Broker	CHIEF INFORMATION SECURITY OFFICER
MUELLER, CHRISTOPHER, BRIAN IAPD Broker	CHIEF OPERATIONS OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

74 active representatives found, showing 20 random

Name	City	State	Exams	Designations
BRYAN KAARLSEN	JUPITER	FL	S63\|2000-03-10\|S66\|2006-06-30
MICHAEL SHAVER	JUPITER	FL	S63\|1992-04-24\|S65\|2016-07-19	CERTIFIED FINANCIAL PLANNER
LEWIS WEBB	JUPITER	FL	S63\|1999-07-26\|S65\|2021-04-08
TERRA HOWARD	JUPITER	FL	S63\|2001-03-24\|S66\|2013-07-08
LISA AVENEVOLI	JUPITER	FL	S63\|2000-06-02\|S65\|2001-05-26	CERTIFIED FINANCIAL PLANNER
RUSSELL OWEN	JUPITER	FL	S66\|2021-01-20
JOSEPH SCHRUTT	JUPITER	FL	S63\|2021-07-21\|S65\|2022-07-20
SCOTT TANKER	JUPITER	FL	S63\|1992-08-31	CHARTERED FINANCIAL CONSULTANT
JAMES KRAATZ	JUPITER	FL	S63\|1990-10-29\|S65\|2003-01-13
GREGORY PETRIE	JUPITER	FL	S63\|1996-04-11\|S65\|1996-04-25
CHARLES WILNER	JUPITER	FL	S63\|1998-02-03\|S66\|2007-01-12\|S65\|2016-09-02
KAYLA BORON	JUPITER	FL	S63\|2022-01-28\|S65\|2021-09-18
ANTHONY DIETRICH	JUPITER	FL	S63\|1996-04-10\|S65\|2013-11-19
PHILIP FERRARO	JUPITER	FL	S66\|2015-12-04
NATHAN RAMOS	JUPITER	FL	S66\|2015-09-02
ROHN PIERCE	JUPITER	FL	S63\|2018-10-15\|S65\|2019-11-13
JASON STEWART	JUPITER	FL	S66\|2012-07-14
SYLVIA UMBLES	JUPITER	FL
DENNIS PELLEGRINI	JUPITER	FL	S63\|1992-05-05\|S66\|2005-08-05
JEFFREY MCMAHON	JUPITER	FL	S65\|2019-03-19\|S63\|2000-07-05

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-06-02	$0.2	$0.0	0%	59	0	0%
2025-04-21	$0.2	$0.0	0%	59	0	0%
2024-04-02	$0.2	$0.0	6%	80	-21	-26%
2023-04-04	$0.1	$0.1	38%	80	-21	-26%
2022-04-01	$0.7	-$0.5	-72%	80	-21	-26%
2021-04-05	$0.2	$0.0	-18%	80	-21	-26%
2020-04-01	$0.2	$0.0	10%	65	-6	-9%
2019-04-01	$0.1	$0.1	263%	46	13	28%
2018-04-02	$0.0	$0.2	581%	35	24	69%
2017-04-01	$0.0	$0.2	1706%	4	55	1375%
2016-04-01	$0.0	$0.0	0%	5	54	1080%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

FL, AR-03/12/2018, AZ-07/17/2019, CA-07/28/2016, CO-12/03/2021, CT-10/06/2020, DC-12/16/2022, DE-01/07/2020, FL-07/07/2016, GA-08/02/2018, IL-09/05/2017, IN-02/14/2023, KS-12/02/2021, KY-04/15/2021, LA-02/14/2018, MA-01/26/2018, MD-07/26/2018, MI-03/17/2017, MN-05/31/2017, MO-08/02/2016, NC-05/16/2017, NE-07/01/2022, NH-07/13/2016, NJ-12/02/2016, NY-07/07/2016, OH-11/21/2016, OK-02/14/2025, OR-06/03/2019, PA-07/28/2016, PR-03/19/2020, SC-03/12/2018, TN-09/10/2020, TX-07/13/2016, UT-10/20/2021, VA-04/10/2018, VT-09/16/2022, WA-01/04/2021, WI-06/30/2021

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV