{"url":"https://nivawealth.com/firms/black-knight-wealth-management-305515","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305515","regulatoryAum":539219474,"crd":"305515","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3156326","suffix":null,"lastName":"BERRY","firstName":"DENNIS","middleName":"PATRICK"},{"crd":"7718743","suffix":null,"lastName":"Bitter","firstName":"Matthew","middleName":null},{"crd":"2773112","suffix":null,"lastName":"CHRISTIANS","firstName":"MICHAEL","middleName":"SCOTT"},{"crd":"5940366","suffix":null,"lastName":"CORJAY","firstName":"CHRISTOPHER","middleName":"JOHN"},{"crd":"7739167","suffix":null,"lastName":"Dallas","firstName":"Tanner","middleName":null},{"crd":"8307191","suffix":null,"lastName":"Hendler","firstName":"Jonathan","middleName":"Seth"},{"crd":"6025710","suffix":null,"lastName":"KAGY","firstName":"RICHARD","middleName":"LEE"},{"crd":"7319025","suffix":null,"lastName":"Kielbasa","firstName":"Carl","middleName":"M"},{"crd":"8231961","suffix":null,"lastName":"Lero","firstName":"Justin","middleName":"Lewis"},{"crd":"6784730","suffix":null,"lastName":"McNanna","firstName":"Malissa","middleName":"Marie"},{"crd":"5751787","suffix":null,"lastName":"MELEHAN","firstName":"JONATHAN","middleName":null},{"crd":"8093956","suffix":null,"lastName":"Purcell","firstName":"Lance","middleName":"Enoch"},{"crd":"5354930","suffix":null,"lastName":"ROBERTSON","firstName":"KATRINA","middleName":"L"},{"crd":"5027575","suffix":null,"lastName":"Shropshire","firstName":"Brentt","middleName":null}],"total":14,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-03-29","regulatoryAum":145057516,"clients":171,"employees":11,"offices":4},{"filedOn":"2024-07-23","regulatoryAum":163201808,"clients":207,"employees":6,"offices":3},{"filedOn":"2025-07-22","regulatoryAum":239952261,"clients":387,"employees":15,"offices":8},{"filedOn":"2026-08-04","regulatoryAum":539219474,"clients":444,"employees":14,"offices":10}],"secFileNumber":"801-126532","legalName":"Black Knight Wealth Management, LLC","displayName":"Black Knight Wealth Management","slug":"black-knight-wealth-management-305515","website":"https://blackknightwm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/305515/6f004b79765f35b4-r1.webp","tone":"light","width":419,"height":200,"sourceUrl":"https://blackknightwm.com/","sourceLabel":"Black Knight Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2018","organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["Bow Tie Wealth Management","Canadian River Wealth Managment and Consulting, LLC","Integrated Advisors","Oic Capital","Opulence Planning Group","Phoenix Rising Wealth Management"],"registration":{"secApproved":"18 October 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1214458.2747747747,"staff":{"employees":14,"advisory":10,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":539219474,"discretionary":258712188,"discretionaryAccounts":1106,"nonDiscretionary":280507286,"nonDiscretionaryAccounts":119,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":360,"regulatoryAum":72296616},{"label":"High-net-worth individuals","clients":84,"regulatoryAum":466922858}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048688","versionId":1048688,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-17","documentName":"ADV PART 2A- BLACK KNIGHT WEALTH MANAGEMENT, LLC","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Fees","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048688","versionId":1048688,"submittedOn":"2026-06-17","documentName":"ADV PART 2A- BLACK KNIGHT WEALTH MANAGEMENT, LLC"},{"role":"other","program":"Personal Services","summary":"Personal services fees are negotiable based on the complexity of each client’s needs and are paid quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048688","versionId":1048688,"submittedOn":"2026-06-17","documentName":"ADV PART 2A- BLACK KNIGHT WEALTH MANAGEMENT, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:38:09.079824+00:00","documents":[{"name":"ADV PART 2A- BLACK KNIGHT WEALTH MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048688","versionId":1048688,"submittedOn":"2026-06-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":258712189}],"custodyNote":"Black Knight Wealth Management has custody of $164K in client assets for 85 clients.","leadership":[{"name":"Michael Christians","title":"CCO","crd":"2773112"},{"name":"Chelsea Hoover","title":"Family Office Director","crd":"7068368"}],"ownership":[{"label":"Black Knight Group","detail":"Owner in the 75% or more ownership band and a control person, since March 2022."},{"label":"Robert Holmes","detail":"Indirect owner: a partner of Black Knight Group in the 25% to 50% band and a control person, since March 2018.","parent":"Black Knight Group"},{"label":"Michael Christians","detail":"Indirect owner: a owner of Black Knight Group in the 25% to 50% band and a control person, since March 2022.","parent":"Black Knight Group"},{"label":"Chris Easter","detail":"Indirect owner: a partner of Black Knight Group in the 25% to 50% band and a control person, since September 2021.","parent":"Black Knight Group"}],"filedOffices":{"otherThanPrincipal":9,"privateResidences":3},"listedOfficeAddresses":7,"foreignOffices":[],"officesByState":[{"state":"Arkansas","offices":2,"addresses":[{"street":"340 Ouachita Ave","city":"Hot Springs"},{"street":"340 Ouachita Ave","city":"Hot Springs"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"101 Federal Street","city":"Boston"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"105 N. Main St.","city":"St. Charles"}]},{"state":"Texas","offices":2,"addresses":[{"street":"1000 Ballpark Way","city":"Arlington"},{"street":"6900 I-40","city":"Amarillo"}]}],"brochureServices":["education planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"972-786-6527","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":46,"detail":"Real Estate"}],"privateFunds":0},"sources":{"adv1FilingDate":"4 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305515/PDF/305515.pdf","brochureDate":"17 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048688","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Black Knight Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Black Knight Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Black Knight Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Black Knight Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Black Knight Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Black Knight Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Black Knight Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Black Knight Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Black Knight Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Black Knight Wealth Management?","answer":"Its phone number is 972-786-6527. Its website is blackknightwm.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}