BLUE JASPER CAPITAL LLC

RIASEC Registered

Total AUM

$23.6M

Discretionary

$23.6M

100% of AUM

Avg account

$124K

Accounts

191

Employees

8

Advisory reps

5

Firm details

Headquarters: CLERMONT, Florida
CRD number: 319757
Website: bluejaspercapital.com
Custodians: ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals43.52%
HNWI39.34%
Pooled Investment Vehicles16.3%
Charitable Organizations0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Jasper Capital LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm serves a mix of individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee schedule is flexible and includes AUM-based fees, hourly and fixed fees, and performance-based arrangements. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities88%
Derivatives10%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Colin Myers
Founder & CEOCRD 6847067

Contacts

3 of 4

TODD HECKMAN
Investment StrategistCRD 1685089
John Copeland
DirectorCRD 7674709
Grayson Bishop
Wealth Management AssociateCRD 7861581

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CLERMONT, FL

LAKE

Location

CLERMONT, FL

Headquartered in CLERMONT, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: LAKE
Address: 743 8th St
Time zone: ET (UTC-5)
Office locations

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