BLUE JAY FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2025

Total AUM

$113M

Discretionary

$113M

99% of AUM

Avg account

$168K

Accounts

676

Employees

Advisory reps

Firm details

Headquarters: DEFIANCE, Ohio
CRD number: 296467
Registered since: December 11, 2025
Website: www.bluejayfg.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.89%
HNWI37.23%
Pension & Profit Sharing Plans0.88%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Blue Jay Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration listed in 2025) and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services (the firm provides pension-related consulting but is not designated as a pension consultant in filings). Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. Blue Jay does not identify as an active ESG investor and is not marked as a multi-state adviser in the available data.