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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- Bridge beacon
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
About Blair Investments LLC
Blair Investments is a fee-only fiduciary RIA serving financially successful individuals, families and businesses with customized wealth management and portfolio construction. Portfolios are built in-house around client goals, time horizon and risk tolerance, typically using ETFs to keep costs low, with long-term, low-turnover trading; the firm can also incorporate alternative managers when appropriate. Custodied at Morgan Stanley.
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Owner & Executives
DAVID DILWORTH BLAIR
Chief Executive Officer, Founder, Owner
- CRD
- #4745614
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $181,782,774 | 45.2% |
| Cash | $146,391,437 | 36.4% |
| Municipal Bonds | $74,000,067 | 18.4% |
| Total | $402,174,278 | 100.0% |