RIA Intel›Advisers›West Virginia›BLACKWATER FINANCIAL, LLC

BLACKWATER FINANCIAL, LLC

Advisory

WV

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in WV

#22

of 23 advisers by AUM

Average account

$246K

across 189 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX, WV

Succession Risk

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

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Peer Benchmarking

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

38 clients

23 high-net-worth

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

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Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

BELL SANDRA PARKER

PARKERSBURG, WV

$38M

BLACKBEAR CAPITAL, LLC

$38M

WNA WEALTH MANAGEMENT, LLC

$32M

JACOBS & COMPANY

$29M

ROHR CAPITAL MANAGEMENT LLC

PARKERSBURG, WV

$64M

KHF ADVISORS LLC

$64M

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