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Blackhaw Wealth Management, LLC (Austin)


Blackhaw Wealth Management, LLC is a large advisory firm based in Austin. It manages $229.67 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

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Blackhaw Wealth Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blackhaw Wealth Management: assets under management

The assets under management (AUM) of Blackhaw Wealth Management, LLC is $229.67 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $148.43 million in discretionary accounts and $81.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $631.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.98 million.
Blackhaw Wealth Management has custody of $91.7 million in cash and securities for 52 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blackhaw Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Brown Advisory Incorporated Unit holder and managing member 1 Sep 2016 Other 52-2112409
Brown Advisory Group Holdings Llc Holding company 1 Sep 2016 25% - 50% 47-5471075

Based in Austin

The principal office where Blackhaw Wealth Management, LLC performs its advisory services is located at 401 Congress Avenue, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-865-4045 or by fax 512-213-0160. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at blackhawwealth.com.


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