Overview
Assets Under Management: $145 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 28
Average Client Assets: $1.9 million
Frequently Asked Questions
BLUE FINANCIAL 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 #330324), BLUE FINANCIAL is subject to fiduciary duty under federal law.
BLUE FINANCIAL is headquartered in CHARLOTTE, NC.
BLUE FINANCIAL serves 28 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, BLUE FINANCIAL offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLUE FINANCIAL manages $145 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, BLUE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.04%
Average Client Assets: $1.9 million
Total Client Accounts: 908
Discretionary Accounts: 908
Regulatory Filings
CRD Number: 330324
Filing ID: 2060187
Last Filing Date: 2026-02-26 16:55:31