BLUESTONE® FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$207M

Discretionary

$190M

92% of AUM

Avg account

$1.5M

Accounts

137

Employees

3

Advisory reps

2

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 146946
Registered since: May 4, 2022
Website: www.bfa-llc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: HNWI94.95%
Charitable Organizations5.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bluestone® Financial Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management services for individuals, families, small businesses and institutional/business clients. It bills on a fixed-fee basis and does not position itself as a capital allocator. According to filings, Bluestone is not an active ESG investor and is classified as an adviser registered in a single state jurisdictional filing, though it operates from multiple locations.

Assets & Accounts

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

Public Funds/Mutual Funds65%
Cash & Cash Equivalents25%
Exchange Traded Equities10%

Owners & executives

1 of 1

ANDREW COSGROVE
Chief Financial OfficerCRD 5348395

Contacts

1 of 1

RYAN BECKWITH
Advisor, AnalystCRD 7006127

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: MONTGOMERY
Address: 7910 Woodmont Ave
Time zone: ET (UTC-5)
Office locations

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