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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- HarborBridge +more
- Established Date
- 09-07-2021
- Office Locations
- 1
Office Locations
About Blue Advisors
Blue Advisors is a fee-only fiduciary financial planning and investment management firm based in the Columbus, Ohio area, serving retirees and busy professionals nationwide. Founder James E. Blue, CFP®, provides one-on-one advice, building comprehensive plans (retirement, tax and estate coordination, cash flow and risk) alongside customized, tax-aware portfolios with ongoing monitoring and rebalancing. Client assets are custodied at Charles Schwab, with reporting through an online portal (Advyzon).
Team overview
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Investment Themes
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Platform
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Owner & Executives
JAMES E BLUE II
Advisor, Chief Compliance Officer, President
- CRD
- #6205303
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,413,429 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,413,429 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,413,429
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,645,591,073 | 18.7% |
| Equity - Exchange | $1,469,592,028 | 16.7% |
| U.S. Government/Agency | $2,455,186,681 | 27.9% |
| Cash | $1,407,992,362 | 16.0% |
| Corporate - Investment Grade | $1,821,590,119 | 20.7% |
| Total | $8,799,952,263 | 100.0% |