BLUE ELM ADVISORS
Firm details
- Headquarters
- HOLMES, New York
- CRD number
- 318686
- Website
- blueelmadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.1%
- Individuals44.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Elm Advisors is an independent, owner-operated limited liability RIA serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management, as well as hourly and fixed-fee arrangements. Blue Elm identifies as an active ESG investor, and it operates outside of multi-state adviser and pension consultant roles.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
2 of 2RICHARD MCKEAN
Investment Advisor RepresentativeCRD 1070934
Eric McKean
Founder and CCOCRD 7497003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOLMES, NY
DUTCHESS
Location
HOLMES, NY
Headquartered in HOLMES, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- DUTCHESS
- Address
- 63 S White Rock Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PRAGMATIC ADVISORS, LLC
RIAHOMER, NY
REVOLUT WEALTH INC.
RIANew York, NY
NEXT PRONTO CAPITAL ADVISORS
RIANew York, NY
CENTERFIN CAPITAL
RIANew York, NY
WIEDER FINANCIAL CORP.
RIAYONKERS, NY
SAUBERAN & COMPANY, LLC
RIALOCKPORT, NY