Blacktower Financial Management (Us) Llc
- Regulatory AUM
- $254M
- Discretionary
- $254M
- Clients
- 479
- Avg AUM / client
- $531K
- Accounts
- 480
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 447 | $188M | 74.0% |
| High net worth individuals | 32 | $66.1M | 26.0% |
People (30)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Westwood, John, Charles | Shareholder | Oct 2014 (12y) | ≈ 37.5% – 75% via Bfm Administrative Services Ltd | |
| Westwood, Lyndsay, Jenifer | Shareholder | Oct 2014 (12y) | ≈ 37.5% – 75% via Bfm Administrative Services Ltd | |
| Di Nitia Yvonne Cazy | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Jake Benjamin Barber | Registered representative | May 2019 (7y) | ||
| Iain Morran Mc Kay | Registered representative | Apr 2021 (5y) | ||
| Robert James Hoey | Registered representative | Apr 2021 (5y) | ||
| Paul Geoffrey Rhodes | Registered representative | Mar 2022 (4y) | ||
| Daniel Lattimer | Registered representative | Jun 2022 (4y) | ||
| James Daniel Edward Tucker | Registered representative | Oct 2022 (4y) | ||
| Alexander John Gover | Registered representative | Jan 2023 (4y) | ||
| Piers Joseph Turner Kemp | Registered representative | Jan 2023 (4y) | ||
| Randal Evan Stephens | Registered representative | Jan 2023 (4y) | ||
| Lewis Jay Ringham | Registered representative | May 2023 (3y) | ||
| Mark Robert Langley | Registered representative | May 2023 (3y) | ||
| Duncan James Raeside | Registered representative | Jul 2023 (3y) | ||
| David Edward Marks | Registered representative | Jul 2023 (3y) | ||
| Mark Stephen Hollingsworth | Registered representative | Nov 2023 (3y) | ||
| Thomas Michael Quinn | Registered representative | Dec 2023 (3y) | ||
| Zachary Morris Evans | Registered representative | Apr 2024 (2y) | ||
| Matthew Quinn | Registered representative | Jul 2025 (1y) | ||
| Claire Taylor | Registered representative | Oct 2025 (1y) | ||
| Graham Bentley | Registered representative | Nov 2025 (1y) | ||
| Robert Barfield | Registered representative | Nov 2025 (1y) | ||
| Aaron Vickery | Registered representative | Jan 2026 (1y) | ||
| Colin Matthew Kneale | Registered representative | Feb 2026 (0y) | ||
| Mathew Edward Samuel | Registered representative | Feb 2026 (0y) | ||
| Daniel Pinto Lopes Da Trindade | Registered representative | Feb 2026 (0y) | ||
| Nathan Christopher Wennington | Registered representative | Feb 2026 (0y) | ||
| Nick Edward Roley | Registered representative | Feb 2026 (0y) | ||
| Joao Carlos Ramalho Lemos Andre | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bfm Administrative Services Ltd | Owner | Jun 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Westwood, John, Charles: 50% – 75% of Bfm Administrative Services Ltd × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Westwood, Lyndsay, Jenifer: 50% – 75% of Bfm Administrative Services Ltd × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.09 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Rl360 Insurance Company Limited $113M (44% of AUM) Mar 2026
- Rl360 $92.7M (82% of AUM) Jan 2024
- Charles Schwab & Co. $70.6M (28% of AUM) Mar 2026
- Pershing $36.2M (14% of AUM) Mar 2026
- Utmost Wealth $10.3M (8% of AUM) Feb 2022
- Generali Worldwide $9.5M (37% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗