Blue Capital
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 304083
- Registered since
- May 28, 2021
- Website
- www.bluecapitalwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.63%
- Individuals48.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Capital is an independent registered investment adviser that entered SEC reporting in 2021. The firm serves individual and family clients, providing financial planning and discretionary portfolio management tailored to individuals and small businesses. Ownership is held by an individual and the firm bills through a mix of AUM-based fees plus hourly and fixed-fee arrangements. Blue Capital does not identify as an active ESG investor and its advisory activity does not include pension consulting or multistate advisory designations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Agustin Molina
Partner, CCOCRD 5764714
Bradley Kingsbury
Investment Advisor RepresentativeCRD 4065066
Michael Herek
Principal & OwnerCRD 4163979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$118M in ETFs
80%
$94.3M
7%
$23.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.1M | 13,645 | 8.54% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 3814 Farnam St
- Time zone
- CT (UTC-6)
- Office locations
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