BLUE FINANCIAL

Overview

Blue Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm bills clients on a percentage-of-AUM basis and positions itself as a capital allocator for individual and family clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, manager selection (third‑party adviser selection), and educational seminars or workshops. Blue Financial reports no active ESG investing program and does not operate as a multistate adviser. The firm also identifies an affiliation with an insurance company, which appears consistent with its use of annuity products.

Assets & Accounts

Public Holdings

Investments & Alternatives