RIA Intel›Advisers›Michigan›BLACKFORD CAPITAL, INC.

BLACKFORD CAPITAL, INC.

Advisory

GRAND RAPIDS, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year

-14.4%

compound annual growth

Filing history

2

filings since 2018

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

-14.4%

Employees

—

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingNov 1, 2018

Latest FilingMar 31, 2026

Full AUM trend chart and 2 historical filings spanning 8+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

4th percentile

Composite rank among MI advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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