Blackhawk Capital Partners, Llc
- Regulatory AUM
- $452M
- Discretionary
- $451M
- Clients
- 342
- Avg AUM / client
- $1.3M
- Accounts
- 836
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 145 | $45.4M | 10.0% |
| High net worth individuals | 162 | $355M | 78.5% |
| Pension and profit sharing plans | 16 | $27.2M | 6.01% |
| Corporations and other businesses | 19 | $24.9M | 5.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Michael Best 401 K Plan Michael Best And Friedrich, Llp | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald William Tendick | Vice President/ Chief Compliance Officer | CFP | May 2011 (15y) | 10% – 25% |
| Kevin Blake Perlberg | Managing Member | CFP | May 2011 (15y) | 75% or more |
| Christopher David Nei | Registered representative | Jul 2013 (13y) | ||
| Susan Shokes Brousseau | Registered representative | CFP Chartered Financial Consultant | Mar 2014 (12y) | |
| Matthew Stephen Kruelle | Registered representative | CFA | Mar 2021 (5y) | |
| Mario James Di Venere | Registered representative | Jun 2024 (2y) | ||
| Patrick John Retzer | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Michael Best 401 K Plan | Michael Best And Friedrich, Llp | 729 | $321M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Other fees
- • TECHNOLOGY PLATFORM FEE $12.50 PER QUARTER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $443M (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗