Fee-only adviser · Danville, CA
Blackhawk Wealth Advisors
Blackhawk Wealth Advisors is a fee-only investment adviser registered with the securities regulator of California, with its main office in Danville, California. On its latest Form ADV, filed May 13, 2026, it reports $62M in regulatory assets under management, 59 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 132251 |
| Office | 3860 Blackhawk RD Ste. 160 Danville, CA 94506 |
| Phone | (888) 985-7526 |
| Website | www.blackhawkwealthadvisors.com |
| Regulatory assets under management | $62M ($62M discretionary) |
| Individual clients | 22 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Danville
- The Pacific Center for Financial Services $1.1B
- Greykasell Wealth Strategies, Inc. $443M
- Gallagher Wealth Management $123M
- Fullerton Advisors, LLC $120M
- Dolan Partners LLC $55M
- Fisher & Wiens Wealth Management, LLC $250M
See all 11 fee-only advisers in Danville →
Nearby
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- Clayton 1 firm
- Dublin 1 firm
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- Pleasant Hill 2 firms
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