Overview
Assets Under Management: $301 million
Headquarters: PROVO, UT
Frequently Asked Questions
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS 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 #333059), BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is headquartered in PROVO, UT.
According to their SEC Form ADV, BLUE DIAMOND CAPITAL INVESTMENT ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS manages $301 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BLUE DIAMOND CAPITAL INVESTMENT ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.01%
Total Client Accounts: 33
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 333059
Filing ID: 2080363
Last Filing Date: 2026-03-31 13:03:03