$125.2M Total AUM
$125.2M Disc. AUM
-- 3Y CAGR
8 Employees
293 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 01-15-2025
- Office Locations
- 1
Office Locations
8600 Lasalle Road Suite 312 Towson MD
About Blue Curve Advisory, LLC
Blue Curve Advisory, LLC is a Towson, MD RIA providing personalized financial planning and investment management as a fiduciary, with CFP® professionals. The firm serves individuals and families including educators, IT specialists, government employees, and healthcare professionals, building diversified portfolios using asset allocation, mutual funds, and ETFs. Custody relationships include Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
$427.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
8 Employees
8 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Element Ember Unison timber
Client Personas
Wave
Custodian
Harbor Meridian Harbor North Radial
Investment Themes
Matrix Crest signal
Investment Vehicles
Fusion radial
Platform
Value wave Crest value
Services
Glacier insight Signal glacier Zenith harbor Fusion Horizon Horizon Prime
Technology
Ember ember
Owner & Executives
THOMAS AUSTIN WEBBERT
Chief Compliance Officer, Owner
- CRD
- #5193989
- Ownership
- 75% or more
(912) 598-2243
peak.oak@vertexcapital.com
in linkedin.com/in/pathway-focus
Showing 1 of 1 owners & executives
Unlock allContacts
Jonathan Trevor Brooks
Registered Representative
- CRD
- #7631708
(983) 476-2765
north.value@oakcapital.com
in linkedin.com/in/harbor-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,169,386 | $212,152 |
| Non-Discretionary | $0 | -- |
| Total | $125,169,386 | $212,152 |
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Separately Managed Accounts
Total SMA Asset: $125,169,386
Public Funds:
48.0% Equity - Exchange:
8.5% Cash:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,379,601,603 | 48.0% |
| Equity - Exchange | $421,387,784 | 8.5% |
| Cash | $2,156,513,952 | 43.5% |
| Total | $4,957,503,339 | 100.0% |