TrueAdvisor
TrueAdvisor
BK
BK

Bryan Kaarlsen

Blackridge Asset Management, LLC
32 Years of Experience
San Antonio, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Bryan Kaarlsen is a registered investment advisor at Blackridge Asset Management, LLC, based in San Antonio, TX, with 32 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 Isom Road, Suite 205, San Antonio, TX, 78216

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2026
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryan operates Texas Retirement Headquarters and Champion Capital Advisers, the latter as a DBA. He also sells fixed insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Blackridge Asset Management, LLC
September 2016 - Present · 10 yrs 1 mo
Peak Brokerage Services, LLCBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Hcw Asset Management, LLC
November 2008 - October 2009 · 11 mos
Next Financial Group, INC.
June 2008 - August 2016 · 8 yrs 2 mos
Next Financial Group, INC.Broker
June 2008 - August 2016 · 8 yrs 2 mos
LPL Financial CorporationBroker
November 2007 - June 2008 · 7 mos
LPL Financial Corporation
November 2007 - June 2008 · 7 mos
Northwestern Mutual Investment Services,llc
June 2006 - November 2007 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
November 1999 - January 2002 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
May 1994 - November 2007 · 13 yrs 6 mos
State Registrations18 states
AKALAZCOFLGAIDLAMNMSNJNMNYOHOKTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in San Antonio, TX →All financial advisors in Texas →
Bryan Kaarlsen - Financial Advisor | TrueAdvisor