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Blue ELM Advisors

Blue ELM Advisors. CRD 318686

B

CRD: 318686

Blue ELM Advisors

Holmes, NY, 12531
2037338292
blueelmadvisors.com
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
BeaconFrontier insight
Established Date
06-08-2022
Office Locations
1

Office Locations

63 South White Rock RD Holmes NY

About Blue ELM Advisors

Blue Elm Advisors is a fiduciary RIA providing personalized investment management and comprehensive financial planning for individuals and families building, protecting, and transitioning wealth (retirement and legacy). Portfolios are custom-built using an adaptive, agile-style planning process with clear communication. The firm emphasizes local impact by donating a portion of fees to client-chosen projects or charities and custodies assets at Charles Schwab.

Team overview

31 AVG AGE
$2.8M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Summit optima Alpha peak

Custodian

Legacy zenith Signal pathway Radial summit

Investment Themes

Foundation momentum Timber fusion Beacon unison Wave prime

Investment Vehicles

Focus

Services

Alpha Value timber Beacon wave Atlas Beacon Pathway peak Pioneer fusion Capital

Technology

Radial Summit

Owner & Executives

E

Eric Reed McKean

Advisor, Chief Compliance Officer, FOUNDER

CRD
#7497003
Ownership
75% or more
(680) 277-6279
glacier.frontier@radialcapital.com
in linkedin.com/in/glacier-fusion

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Contacts

R

RICHARD DONALD MCKEAN

Financial Advisor, Founder

CRD
#1070934
(832) 588-8836
momentum.momentum@embercapital.com
in linkedin.com/in/radial-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,622,993 --
Non-Discretionary $0 --
Total $5,622,993 --

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Separately Managed Accounts

Total SMA Asset: $5,622,993

$5.6M Total SMA
Public Funds:
39.5%
Cash:
40.1%
U.S. Government/Agency:
20.4%
Asset class Assets Assets %
Public Funds $3,417,487,109 39.5%
Cash $3,469,398,305 40.1%
U.S. Government/Agency $1,764,980,684 20.4%
Total $8,651,866,098 100.0%

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