BLUE GROTTO CAPITAL, LLC

2000 Riveredge Parkway
Suite 500
Atlanta, Georgia 30328
Tel: 404.381.1890

About BLUE GROTTO CAPITAL, LLC

BLUE GROTTO CAPITAL, LLC, formally registered with the SEC as BLUE GROTTO CAPITAL, LLC. The firm was established in 09/27/2019. They have over 1 offices throughout the country.

BLUE GROTTO CAPITAL, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $743,390,536 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299869
SEC#	801-117423
Assets Managed by Firm	$743,390,536
No. of Clients	5
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$743,390,536
Charitable organizations	2	$355,244,490

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