Black Knight Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Black Knight Wealth Management reports 444 clients. They include 360 individual clients and 84 high-net-worth individuals. Of its assets, 48.0% ($259M across 1,106 accounts) are managed with discretion; $281M across 119 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 13% |
| High-net-worth individuals | 19% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 360 | $72.3M | 13.4% | $201K |
| High-net-worth individuals | 84 | $467M | 86.6% | $5.56M |
| Total | 444 | $539M | 100% | $1.21M |
- Clients
- 360
- Regulatory AUM
- $72.3M
- AUM share
- 13.4%
- Avg. per client
- $201K
- Clients
- 84
- Regulatory AUM
- $467M
- AUM share
- 86.6%
- Avg. per client
- $5.56M
Total
- Clients
- 444
- Regulatory AUM
- $539M
- AUM share
- 100%
- Avg. per client
- $1.21M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Black Knight Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Financial plans are a negotiable fixed fee of up to $10,000, or hourly at up to $350 per hour; fee schedule set in the planning agreement.
- Personal Services
- Personal services fees are negotiable based on the complexity of each client’s needs and are paid quarterly in advance.
Black Knight Group owns 75% or more of Black Knight Wealth Management and is in turn owned by Robert Holmes (25–50%), Michael Christians (25–50%) and Chris Easter (25–50%). It has 14 employees, 10 of them in advisory roles.
Leadership
- Chelsea HooverFamily Office Director
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 10 in advisory functions
- 10 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Black Knight Wealth Management, LLC
Black Knight Group
Control person · since March 2022
- Owns 25% to 50% of Black Knight Group
Robert Holmes
Control person · since March 2018
- Owns 25% to 50% of Black Knight Group
Michael Christians
Control person · since March 2022
- Owns 25% to 50% of Black Knight Group
Chris Easter
Control person · since September 2021
Black Knight Wealth Management’s regulatory assets grew 3.7× from $145M (March 2023) to $539M (August 2026); clients rose from 171 to 444 and employees from 11 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $539M | 444 | 14 | 10 |
| July 2025 | $240M | 387 | 15 | 8 |
| July 2024 | $163M | 207 | 6 | 3 |
| March 2023 | $145M | 171 | 11 | 4 |
Besides its headquarters, Black Knight Wealth Management has 9 offices (3 private residences, listed without an address), with 7 listed addresses across 4 states.
Arkansas · 2 listed addresses
- 340 Ouachita Ave, Hot Springs
- 340 Ouachita Ave, Hot Springs
Texas · 2 listed addresses
- 1000 Ballpark Way, Arlington
- 6900 I-40, Amarillo
Massachusetts · 1 listed address
- 101 Federal Street, Boston
Missouri · 1 listed address
- 105 N. Main St., St. Charles
Choose a state to see its listed addresses.
Other business names
Black Knight Wealth Management has reported 6 other business names to the SEC.
- Bow Tie Wealth Management
- Canadian River Wealth Managment and Consulting, LLC
- Integrated Advisors
- Oic Capital
- Opulence Planning Group
- Phoenix Rising Wealth Management
Contact and registration details
- Legal name
- Black Knight Wealth Management, LLC
- Headquarters
- Not reported
- Website
- blackknightwm.com
- Phone
- 972-786-6527
- SEC file
- 801-126532
- Founded
- 2018
- Structure
- Texas LLC
- Fiscal year end
- December
Black Knight Wealth Management uses Charles Schwab ($259M) as custodian for its separately managed accounts. Black Knight Wealth Management has custody of $164K in client assets for 85 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $259M100%
At year end, Black Knight Wealth Management’s separately managed accounts were largely in stocks (35%) and bonds (11%).
What the accounts hold
- Stocks35%
- Funds5%
- Bonds11%
- U.S. government and agency bonds7%
- Investment grade corporate bonds3%
- State and local bonds1%
- Cash3%
- Other46%
- Real estate46%
How many clients does Black Knight Wealth Management have?
Black Knight Wealth Management has 444 clients and manages $539 million for them, as of August 2026. They include 360 individual clients and 84 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Black Knight Wealth Management offer?
Black Knight Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Black Knight Wealth Management charge?
Black Knight Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- BLACK KNIGHT WEALTH MANAGEMENT, LLC, filed 17 June 2026
Which custodians does Black Knight Wealth Management use?
Black Knight Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $259M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Black Knight Wealth Management have?
Black Knight Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 14 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Black Knight Wealth Management invest in?
At the end of its last fiscal year, Black Knight Wealth Management’s separately managed accounts held 46% other, 35% exchange-traded equities, 7% U.S. government and agency bonds, 5% pooled vehicles (private funds and similar), 3% investment grade corporate bonds, 3% cash and equivalents and 1% state and local bonds. The 46% other category is described as: Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Black Knight Wealth Management?
Black Knight Wealth Management is owned through a holding company by Robert Holmes, Michael Christians and Chris Easter. Its direct owner is Black Knight Group (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Black Knight Wealth Management get paid?
Black Knight Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Black Knight Wealth Management registered with the SEC?
Yes, Black Knight Wealth Management has been registered with the SEC as an investment adviser since 18 October 2022. Its CRD number is 305515 and its SEC file number is 801-126532.
Source: Form ADV Part 1A, Item 1, filed 4 August 2026; IAPD firm record
How do I contact Black Knight Wealth Management?
Its phone number is 972-786-6527. Its website is blackknightwm.com.