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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Blue Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.