Blue Diamond Capital Investment Advisors
Firm details
- Headquarters
- Provo, Utah
- CRD number
- 333059
- Registered since
- February 21, 2025
- Website
- bdc-ia.com
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI70.01%
- Pooled Investment Vehicles27%
- Individuals2.98%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blue Diamond Capital Investment Advisors is an independent, SEC-registered advisory firm that began its SEC registration in 2025 and operates as a limited liability company. The firm positions itself as a capital allocator for institutional clients and provides a mix of financial planning and portfolio management services across individual/small-business relationships and pooled investment vehicles. Its advisory model includes both direct portfolio management and sponsorship/management roles for private pooled funds; it also charges clients on hourly and fixed-fee schedules. Blue Diamond does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other59%
- Exchange Traded Equities21%
- Public Funds/Mutual Funds10%
- State & Local Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Brandon Ball
Chief Financial OfficerCRD 7979542
Marc Bingham
CEOCRD 8027448
Michael Mckay
Chief Accounting OfficerCRD 8027450
Contacts
2 of 2Michael Bingham
Managing PartnerCRD 8027447
Deborah Bingham
Executive Vice PresidentCRD 8027449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Provo, UT
Utah
Location
Provo, UT
Headquartered in Provo, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 180 N University Ave
- Time zone
- MT (UTC-7)
- Office locations
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