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BLACKROCK FINANCIAL MANAGEMENT, INC
CRD 107105File 801-48433
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.60T
Top 10% of cohort (national)
Discretionary AUM
$1.59T
Non-discretionary $2.27B
Clients
1,309
2,283 accounts
Employees
7,987
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 28, 1995
- Principal office
- 50 HUDSON YARDS, NEW YORK, NY, 10001
- Phone
- 212 810 5300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60T
- Discretionary AUM
- $1.59T
- Non-discretionary AUM
- $2.27B
- Discretionary accounts
- 2,236
- Non-discretionary accounts
- 47
- Total accounts
- 2,283
- AUM per client
- $1.22B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 195 | $101.08B |
| Non-U.S. persons | 49 | $90.42B |
| Insurance companies | 294 | $457.65B |
| Investment companies | 21 | $17.37B |
| Charitable organizations | 58 | $28.58B |
| Other investment advisers | 9 | $8.76B |
| High net worth individuals | 64 | $5.43B |
| Pooled investment vehicles | 399 | $548.16B |
| Banking or thrift institutions | 6 | $839.1M |
| Pension and profit sharing plans | 154 | $163.89B |
| State or municipal government entities | 54 | $172.83B |
| Individuals (other than high net worth individuals) | 6 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E2
- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.