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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Oak
- Established Date
- 12-12-2022
- Office Locations
- 1
Office Locations
About Blair Capital Management
Blair Capital Management is a fee-only fiduciary RIA based in Norwalk, CT, serving clients nationwide. The firm advises successful individuals and families—especially pre-retirees/retirees, business owners, and those navigating widowhood or divorce—on full-picture planning, portfolio review and wealth preservation, retirement income, and estate/legacy coordination. Portfolios are largely ETF-based and custody includes Schwab; founded by a former Wall Street investor with 40+ years of institutional perspective.
Team overview
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Investment Themes
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Owner & Executives
JOHN HUGHES BLAIR III
Chief Compliance Officer, President
- CRD
- #1255968
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,609,709 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,609,709 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,609,709
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $168,793,476 | 27.5% |
| U.S. Government/Agency | $259,635,056 | 42.3% |
| Cash | $185,365,927 | 30.2% |
| Total | $613,794,459 | 100.0% |