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High Tide Foundation
High Tide Advisory LLC was founded by Brad Blomquist as a state-registered investment adviser in Michigan, serving family-owned business owners, small...
High Tide Foundation
High Tide Advisory LLC was founded by Brad Blomquist as a state-registered investment adviser in Michigan, serving family-owned business owners, small business owners, and individuals. The firm emphasizes fiduciary duty and fee-only compensation, with no proprietary products. The firm's investment strategy centers on low-cost, diversified portfolios typically built around ETF models. It offers personalized, non-discretionary wealth management, retirement planning, and financial education. High Tide Advisory does not disclose AUM, performance benchmarks, or specific portfolio holdings. Geographic focus is primarily Michigan. High Tide Advisory's website lists offices in Menlo Park, Paris, Atlanta, Zurich, Hong Kong, Hanau, Charlotte, and San Francisco, but no team size or named principals beyond Blomquist are disclosed. The firm has no publicly recorded recent operational events in the last 24 months. High Tide Advisory maintains an affiliated insurance agency relationship with BJB Insurance Solutions, disclosed as a potential conflict of interest in its Form ADV Part 2A. This structure is distinct from most family offices, as it operates as a personal wealth management RIA with multiple affiliated services.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Additional offices
Paris, France · Atlanta, GA, United States · Zurich, Switzerland · Hong Kong, China · Hanau, Germany · Charlotte, NC, United States · San Francisco, CA, United States
Principals
Brad Blomquist
Founder, Principal
Sector focus
Frequently asked questions
Who runs investment decisions at High Tide Advisory?
Brad Blomquist is the founder and principal of High Tide Advisory. He leads the firm's investment and planning services, as stated on the firm's website. No other investment professionals are publicly named.
Is High Tide Advisory structured as a single family office or an RIA?
High Tide Advisory is a state-registered investment adviser (RIA) in Michigan, not a family office. It provides fiduciary, fee-based wealth management to external clients including family-owned business owners and individuals.
Does High Tide Advisory have any affiliated businesses that pose a conflict of interest?
Yes. High Tide Advisory has an affiliated insurance agency relationship with BJB Insurance Solutions, which the firm discloses as a potential conflict of interest in its Form ADV Part 2A. Clients are not required to use these affiliates.
What investment philosophy does High Tide Advisory follow?
The firm uses low-cost, diversified investment strategies typically built around ETF models. Its approach combines fiduciary advice, tax-aware planning, and a focus on long-term financial goals. The firm does not use proprietary or high-fee products.
What types of clients does High Tide Advisory serve?
The firm targets family-owned business owners, small business owners, and individuals seeking transparent, straightforward financial guidance. It offers personalized wealth management, retirement planning, and financial education.
Where is High Tide Advisory headquartered and where are its other offices?
The firm lists Menlo Park, California as its primary location, with additional offices in Paris, Atlanta, Zurich, Hong Kong, Hanau, Charlotte, and San Francisco. However, its regulatory registration is in Michigan.
Does High Tide Advisory disclose its assets under management (AUM)?
No. High Tide Advisory does not publicly disclose AUM or any performance data. Its AUM status is listed as Undisclosed.
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