Blue River South, LLC

Overview

Blue River South, LLC is a small, advisor-owned investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm operates primarily on a non-discretionary basis, delivering advice and plan-level guidance while clients retain trading authority. Its fee model emphasizes fixed fees and hourly charges, which aligns with a consulting and planning-centric engagement rather than a traditional asset-fee model. Investment activity centers on liquid, listed securities as the backbone of client portfolios, with a heavy tilt toward exchange-traded equities. The firm is not an active ESG investor and does not position itself as a multi-state or institutional pension consultant. Blue River South uses third‑party managers for specific alternative exposures and supplements listed-equity allocations with mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices