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BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD 289142File 801-111088
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$254.4M
Below cohort median (national)
Discretionary AUM
$254.4M
Clients
479
480 accounts
Employees
29
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 5, 2017
- Principal office
- 4700 MILLENIA BOULEVARD, SUTE 175, ORLANDO, FL, 32839
- Phone
- 1-407-362-7753
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.4M
- Discretionary AUM
- $254.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 480
- Non-discretionary accounts
- 0
- Total accounts
- 480
- AUM per client
- $531K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $66.1M |
| Individuals (other than high net worth individuals) | 447 | $188.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 29 | decreased by2 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 495 | 479 | decreased by16 |
| Apr 1, 2026 | AUM | $122,828,254 | $254,389,418 | increased by$131,561,164 |
| Apr 1, 2026 | Accounts | 495 | 480 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 31 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 315 | 495 | increased by180 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $200,611,899 | $122,828,254 | decreased by$77,783,645 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 315 | 495 | increased by180 |
| Oct 1, 2022 | Employees | 48 | 49 | increased by1 |
| Aug 1, 2022 | Employees | 49 | 48 | decreased by1 |
| Jun 1, 2022 | Employees | 50 | 49 | decreased by1 |
| Apr 1, 2022 | Employees | 48 | 50 | increased by2 |
| Mar 1, 2022 | Employees | 46 | 48 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACKTOWER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACKTOWER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.