B
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
26 yrs Firm Age
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- Custodian
- E*TRADE · Etrade · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
-- Seville OH
About Blue Chip Financial Advisors, Inc.
BlueChip Financial Advisors, LLP is an Ohio-based RIA providing comprehensive financial planning and wealth management for individuals, corporate executives, and business owners. The team integrates retirement and benefits planning, employee benefits consulting (qualified and non-qualified), and tax planning, with a CPA available for tax services. Advisors hold designations including CFP, CPA, ChFC, and CLU.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$100.0K AVG AUM / CLIENT
23.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES KEVIN STUART
Financial Advisor, President
- CRD
- #4521257
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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