The $3 Trillion
Problem
Digital assets represent the fastest growing alternative asset class, yet most RIAs lack the frameworks, training, and operational tools to participate.
The Challenge RIAs Face
Your firm is leaving money on the table and risking client relationships.
Your clients are interested in crypto
They're already investing on their own, outside of your advisory relationship.
Your advisors want guidance
Without proper training, they can't confidently address client questions.
Your firm risks losing AUM
Crypto-friendly competition is capturing assets that should be under your management.
RIA Digital Asset
Enablement Program
Block 3 Strategy Group's RIA Digital Asset Enablement Program is a structured engagement designed to help RIAs accumulate new AUM and deliver next-generation financial advice regarding digital assets — safely, strategically, and profitably.
We work directly with advisors and senior leadership to transform your firm's approach to digital assets.
How We Work Together
Four integrated workstreams that compound value for your firm and clients
Discover Assets
Segment and survey clients to reveal digital asset holdings being held away. This directed outreach boosts retention, builds trust, and can uncover immediate revenue streams.
Advisor Training
Equip your team with crypto fundamentals, risk tools, and communication strategies designed to reduce advisor churn and empower confident client conversations.
Enhanced Return on Cash
Use institutionally custodied stablecoin strategies to generate yield above money market rates while preserving liquidity, transparency, and risk controls suitable for fiduciary portfolios.
Engage Clients
Establish your firm as digital asset experts. We host a turn-key client workshop under your brand to drive engagement from clients and prospects interested in learning more.
Capture AUM
Bring held-away crypto under management, earn fees on assets you weren't touching before
The Market is Moving Fast
Crypto isn't a trend — it's a generational wealth opportunity for your firm.
Vanguard, which vowed never to allow customers to purchase crypto, now permits trading of Bitcoin and other crypto ETFs.
Adding just 1% to blockchain-based assets enabled savvy investors to outperform traditional 60/40 portfolios over the past decade.
Of investors are more likely to work with an advisor who offers crypto investment guidance (CoinShares).
Of high-net-worth investors under 50 plan to allocate to crypto in the next year (Fidelity 2025).
Bank of America recommends 1-4% portfolio allocation to crypto for high-net-worth clients.
Institutional investors see digital assets as the biggest opportunity to generate attractive risk-adjusted returns (Coinbase+EY).
Three ways to work together.
Strategy Session
1 hourA focused deep dive on your digital asset thesis. You'll leave with a clear framework for evaluating opportunities and a prioritized action plan.
- Portfolio allocation framework
- Custody & security assessment
- Regulatory landscape overview
- Risk management guidelines
- Immediate action items
Digital Asset Integration
4–8 weeksEnd-to-end guidance for advisors and businesses integrating digital assets into their operations, from custody selection to compliance documentation.
- Everything in Strategy Session
- Custody platform selection & setup
- Compliance & disclosure documentation
- Client education materials
- Trading & rebalancing protocols
- Ongoing market intelligence
Strategic Partner
MonthlyFor advisors and managers who need continued guidance as the digital asset landscape evolves. Flexible, on-demand advisory as you scale.
- On-demand advisory calls
- Market & regulatory updates
- Portfolio review sessions
- Client presentation support
- Conference & event prep
Your Digital Asset Expert
- President & Co-Founder, Block 3 Strategy Group
- Former Chief Investment Officer at SEC-registered RIA with $650M+ in digital AUM
- Launched four hedge funds raising $300M; generated $5M+ in total annual revenue
- Managed $65M book of business generating $1M+ annual fees
- Originated $30M+ in crypto-backed loans; scaled onboarding for 1,100+ HNW clients
- 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
- Strategic consulting clients: Nike, PayPal, HSBC, MUFG
- Loyola Marymount University (MBA; Finance)
- Boston University (BA; Economics)
- FINRA Series 65 (Investment Advisor Representative)
- Author, Warren Buffett in a Web3 World
- Newsletter, BitFinance, serves 19,000+ subscribers
Ready to Transform Your Firm?
Let's connect and explore how digital assets can launch your firm's next phase of growth.
*Bitwise/VettaFi 2025 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets