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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value beacon
- Established Date
- 12-14-2010
- Office Locations
- 1
Office Locations
About Blue Edge Capital, LLC
Blue Edge Capital is an employee-owned, Richmond-based independent investment management firm serving high-net-worth individuals, multi-generational families, trusts, nonprofits, and endowments & foundations. The team builds diversified, index-based (ETF-heavy) portfolios with dynamic, forward-looking oversight, fiduciary-minded governance, and detailed reporting. A key differentiator: principals invest their own capital in the same portfolios as clients.
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Owner & Executives
PETER HARTWELL BOWLES
Managing Director
- CRD
- #2322509
- Ownership
- 25% but less than 50%
MARSHALL BAGLEY REID
Managing Director
- CRD
- #2214855
- Ownership
- 25% but less than 50%
Signal timber
Element radial
- CRD
- #19591
- Ownership
- 49.1%
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Armistead Churchill Young V
--
- CRD
- #6210934
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $754,108,693 | $1,808,414 |
| Non-Discretionary | $11,011,709 | $3,670,570 |
| Total | $765,120,402 | $1,821,715 |
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Separately Managed Accounts
Total SMA Asset: $765,120,402
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,915,769,416 | 60.1% |
| Cash | $2,599,653,905 | 39.9% |
| Total | $6,515,423,321 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PATHWAY PRIME | BRIDGE DELTA | 5W6RLKO24 | QPOUO | 4.88% | $89,746,924 |
| UNISON RADIAL QUANTUM | TIMBER SIGNAL | JZ04EUV0D | QFJ | 11.76% | $98,643,924 |
| WAVE ZENITH | SUMMIT QUANTUM | A94QU9GBT | XHC | 12.33% | $76,751,033 |
| NORTH INSIGHT PRIME | DELTA EAGLE | TLI3QE4LF | ZGEFQ | 7.52% | $114,564,015 |
| RIDGE UNISON | CAPITAL PEAK | ZMCQO8AJW | WAV | 1.86% | $83,719,867 |
| FUSION OPTIMA UNISON | MOMENTUM MOMENTUM | V1QKEZ3FC | VNF | 4.75% | $22,010,625 |
| PATHWAY GLACIER | EAGLE FOUNDATION | 3F1STNGM8 | IBBZ | 0.68% | $58,166,369 |
| FOCUS ALPHA FRONTIER | HARBOR VITAL | FQR61PTK1 | GJGQT | 1.16% | $19,139,335 |