$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Signal meridianPeak +more
- Established Date
- 05-13-2021
- Office Locations
- 2
Office Locations
-- Lawrence KS
-- Rossville KS
About Blazing Star Financial
Blazing Star Financial is a fee-only, fiduciary RIA providing straightforward financial planning and investment guidance without commissions or hidden fees. The firm builds values-aligned strategies with no minimum investment threshold, serving women, LGBTQIA+ individuals, and working- and middle-class families. Meetings are available in Topeka or Lawrence, KS, or virtually nationwide.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$103.4K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Legacy prime Radial Capital vital Momentum pioneer Ember harbor Foundation quantum
Client Personas
Meridian vital
Custodian
Value Frontier zenith Crest Capital wave North eagle
Investment Themes
Momentum Wave Value Vector glacier Prime Vital
Investment Vehicles
Radial
Services
Optima zenith Signal eagle Zenith Signal oak Signal beacon Summit Meridian optima Pathway harbor
Technology
Capital bridge Oak pioneer Unison Delta insight Eagle
Owner & Executives
B
Bonnie Jean Maize
Investment Advisor, PRINCIPAL
- CRD
- #7333217
- Ownership
- 50% but less than 75%
(727) 574-8489
timber.pathway@crestcapital.com
in linkedin.com/in/vital-eagle
C
Cale R Yost
Associate, PRINCIPAL
- CRD
- #7430590
- Ownership
- 50% but less than 75%
(206) 240-8189
value.zenith@peakcapital.com
in linkedin.com/in/crest-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,411,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,411,526 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,411,526
Public Funds:
12.3% Other:
23.6% Cash:
24.2% U.S. Government/Agency:
19.1% Equity - Exchange:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $68,740,533 | 12.3% |
| Other | $131,892,404 | 23.6% |
| Cash | $135,245,601 | 24.2% |
| U.S. Government/Agency | $106,743,429 | 19.1% |
| Equity - Exchange | $116,244,153 | 20.8% |
| Total | $558,866,120 | 100.0% |