Blackhill Capital, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Blackhill Capital, Inc
Overview
Blackhill Capital, Inc operates as an advisory company headquartered in Morristown, New Jersey. The company administers $904.5 million in total assets across 84 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 2 financial advisors. Blackhill Capital, Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and stocks.
Blackhill Capital, Inc manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing the customer's approval. The advisory firm administers roughly $10.8 million for every customer account. An average advisor at Blackhill Capital, Inc oversees around 42 client accounts, placing it towards the middle in terms of personalization.
The company's central office is located at 161 Madison Avenue, Morristown, New Jersey 7960. Blackhill Capital, Inc is legally registered to provide services to investors in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blackhill Capital, Inc by the Numbers
$904.5 million
4
84
$10.8 million
Fee Structure
Financial management fees typically vary depending on the services provided. However, fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Blackhill Capital, Inc works with retail investors, high net worth investors and charitable organizations. Out of its 84 clients, Blackhill Capital, Inc's largest client by number of accounts is high net worth investors, but it also serves 43 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 5% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 52.44%
- Other Individuals - 41.46%
- Corporations - 0%
- Charitable Organizations - 6.1%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Blackhill Capital, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Blackhill Capital, Inc
Morristown, NJ
Morristown, NJ
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.