JAY Blue Capital
RIAState Registered
Total AUM
$2.5M
Discretionary
$2.4M
96% of AUM
Avg account
$625K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 340035
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.62%
- Individuals21.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JAY Blue Capital is an independent, individually owned limited liability advisory firm that provides fee-based portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and is state-registered in Rhode Island and Virginia. Its stated advisory focus is direct portfolio management rather than institutional consulting or capital allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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