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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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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