This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2019
- Office Locations
- 3
Office Locations
About Blue Capital
Blue Capital is an Omaha-based fiduciary RIA providing retirement projections, customized financial plans, and investment management. The firm partners with the Police Federal Credit Union of Omaha to serve members under their unique benefit system, offering planning and portfolio management at discounted rates. Portfolios are primarily ETF-based and custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL JOHN HEREK
Investment Advisor Representative, Managing Member, Owner
- CRD
- #4163979
- Ownership
- 50% but less than 75%
AGUSTIN JAY MOLINA
Chief Compliance Officer, Managing Member
- CRD
- #5764714
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
GREGORY ALLEN BERSTLER
Advisor, Owner
- CRD
- #2870305
BRADLEY JAMES KINGSBURY
--
- CRD
- #4065066
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,818,353 | $171,640 |
| Non-Discretionary | $0 | -- |
| Total | $200,818,353 | $171,640 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing