Overview
Assets Under Management: $125 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 68
Average Client Assets: $1.1 million
Frequently Asked Questions
BLUE CURVE ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333724), BLUE CURVE ADVISORY, LLC is subject to fiduciary duty under federal law.
BLUE CURVE ADVISORY, LLC is headquartered in TOWSON, MD.
BLUE CURVE ADVISORY, LLC serves 68 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, BLUE CURVE ADVISORY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLUE CURVE ADVISORY, LLC manages $125 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, BLUE CURVE ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.98%
Average Client Assets: $1.1 million
Total Client Accounts: 590
Discretionary Accounts: 590
Regulatory Filings
CRD Number: 333724
Filing ID: 2061046
Last Filing Date: 2026-03-11 14:40:02