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BLUE CAPITAL
3814 Farnam Street
Suite 202
Omaha, Nebraska 68131
Tel: (402) 932-0131
About BLUE CAPITAL
BLUE CAPITAL, formally registered with the SEC as BLUE CAPITAL. The firm was established in 05/28/2021. They have over 3 offices throughout the country.
BLUE CAPITAL is a Omaha, Nebraska based Financial Planning firm with nearly $188,294,816 assets under management, offering retirement planning & investment advisory services to 1194 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304083 |
| SEC# | 801-121357 |
| Assets Managed by Firm | $188,294,816 |
| No. of Clients | 1194 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1194 | $188,294,816 |
| Individuals (other than high net worth individuals) | 429 | $77,200,865 |
| High net worth individuals | 75 | $111,093,951 |
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