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Blackwater Financial
BLACKWATER FINANCIAL is an SEC-registered investment adviser in FAIRMONT, WV. The firm manages approximately $47 million in regulatory assets.
Blackwater Financial
BLACKWATER FINANCIAL is an SEC-registered investment adviser in FAIRMONT, WV. The firm manages approximately $47 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Miami
Corporate office
Chicago, IL, United States
Principals
Todd Latocha, CFP®
Founder and Certified Financial Planner
Sector focus
Frequently asked questions
Who runs investment decisions at Blackwater Financial?
Todd Latocha, CFP® serves as the founder and lead financial planner. He has a decade of experience in wealth management, having held roles as financial advisor, team leader, and director of financial planning before launching the firm (per firm website).
How does Blackwater Financial source proprietary deal flow?
The firm does not market itself as a source of proprietary investment deals. Blackwater focuses on comprehensive financial planning and investment strategy development for individual clients, not on sourcing or syndicating direct investments.
Is Blackwater Financial structured as a single family office or does it operate more like a venture firm?
Blackwater Financial is a registered investment advisor (RIA) serving individual professionals — not a family office, venture firm, or institutional asset manager. It offers financial planning and investment management for mid-to-late career individuals and business owners.
Does Blackwater Financial participate in fund commitments or only direct deals?
Blackwater Financial does not publicly report any fund commitments or direct deal participation. The firm's disclosed services are limited to client financial planning, investment management, tax planning, and related advisory services.
What investment stages does Blackwater Financial typically target?
The firm does not target institutional investment stages. Its stated focus is providing financial planning and investment strategy development for individual professionals, not deploying capital into private or public market investments on its own behalf.
Which sectors does Blackwater Financial avoid?
The firm does not publicly disclose sector avoidance criteria. Its service model is comprehensive across all asset classes relevant to individual client portfolios, but no specific sector exclusions are stated.
Where does the underlying wealth come from for Blackwater Financial?
The firm does not manage a single pool of family wealth. Its clients are individual professionals with annual household income of $250k+, drawn from a range of occupations including engineers, physicians, attorneys, and tech workers. Founder Todd Latocha's own wealth origin is not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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