Growing AUM Blackhawk Capital Partners is an SEC registered tactical wealth management firm with annual revenue between 10 and 25 million and a team size of 11-50 employees, indicating a mid-sized, growth-focused advisory with potential for expanding client assets under management through expanded marketing and lead generation.

Independent Access The firm operates as an independent advisor with advisory services through Blackhawk Capital Partners and securities through United Planners Financial Services, suggesting joint-workflows and cross-sell opportunities for bundled financial planning, investment strategies, and custodial services.

Educational Value A strong emphasis on education in tax planning and asset management presents a pathway to provide high-value client onboarding programs, workshops, and content-driven marketing to attract HNWI and affluent individuals seeking sophisticated, tax-efficient strategies.

Tech Stack Current technology usage includes WordPress, Salesforce, and Microsoft 365, offering opportunities to optimize client experience and CRM-driven outreach, plus potential for integration of marketing automation and client portal enhancements to scale advisory services.

Market Position With a defensively positioned portfolio approach in volatile markets and a lean 11-50 employee base, there is potential to target niche investor segments seeking stability and risk-managed strategies, while presenting upsell opportunities for premium consulting, tax planning, and custom investment mandates.