BLUE HERON CAPITAL

Overview

Blue Heron Capital is an independent, limited liability advisory firm that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm’s ownership structure is a mix of a domestic entity and individual ownership. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, which suggests flexibility for both ongoing investment relationships and project-based planning work. Blue Heron reports no active ESG investing program, does not act as a capital allocator to other managers, and is not positioned as a multi-state adviser. The firm manages client relationships on a discretionary basis and operates from more than one office, indicating a small but established infrastructure built to support a modest client roster while delivering delegated portfolio decisions and planning services.

Assets & Accounts

Public Holdings