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Blue FIN Capital, Inc.

Blue FIN Capital, Inc.. CRD 108451

Blue FIN Capital, Inc. logo

CRD: 108451

Blue FIN Capital, Inc.

Warren, RI, 02885
4014540772
www.bluefincapital.com
$755.9M Total AUM
$755.9M Disc. AUM
27.4% 3Y CAGR
4 Employees
683 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Fusion eagleTimber optima
Established Date
05-15-1996
Office Locations
2

Office Locations

10 Weybosset Street Suite 302b Providence RI
91 Main Street Suite 118 Warren RI

About Blue FIN Capital, Inc.

Blue Fin Capital is a Rhode Island-based boutique wealth manager serving highly successful individuals and families with integrated financial planning and disciplined investment management. The team designs customized, goal-based wealth strategies and portfolios with an ETF-heavy approach and asset-allocation discipline, using mutual funds and cash as needed. Custodied primarily at Fidelity/NFS and supports planning workflows via eMoney.

Team overview

56 AVG AGE
$378.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
22.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

North Meridian

Client Personas

Element timber Delta prime

Custodian

Atlas pathway Fusion prime

Investment Themes

Harbor

Investment Vehicles

Vector Fusion foundation

Platform

Timber meridian

Services

Prime Ridge Fusion Atlas eagle Value crest Radial Signal meridian

Technology

Beacon summit Vital

Owner & Executives

M

MARS JONATHAN BISHOP

Financial Advisor, President, TREASURER

CRD
#1992757
Ownership
50% but less than 75%
(397) 749-4853
harbor.prime@timbercapital.com
in linkedin.com/in/vertex-summit
R

RICHARD FRANCIS CAROLAN JR

President

CRD
#1544525
Ownership
50% but less than 75%
(569) 255-6999
capital.beacon@focuscapital.com
in linkedin.com/in/summit-oak
M

Momentum value

Capital crest beacon

CRD
#30368
Ownership
31.0%
(947) 299-6496
focus.quantum@vitalcapital.com
in linkedin.com/in/alpha-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-06-2022
02-14-2023
02-28-2024
03-10-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $755,923,825 $1,097,132
Non-Discretionary $0 --
Total $755,923,825 $1,097,132

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Separately Managed Accounts

Total SMA Asset: $755,923,825

$755.9M Total SMA
Equity - Exchange:
49.6%
Public Funds:
21.7%
Cash:
28.7%
Asset class Assets Assets %
Equity - Exchange $3,996,941,166 49.6%
Public Funds $1,748,661,760 21.7%
Cash $2,312,746,200 28.7%
Total $8,058,349,126 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EAGLE OPTIMA MERIDIAN OPTIMA WAVE H0XN63OET VWMCT 3.11% $79,652,527
VALUE HORIZON PIONEER CAPITAL FRONTIER QUVFR8KDX UNW 8.57% $7,131,997
SUMMIT OPTIMA PATHWAY ELEMENT SIGNAL C2MTOA673 SEM 0.67% $15,226,119
BEACON UNISON FOUNDATION CATALYST PIONEER 36725RN47 BAHWD 1.57% $102,933,085
CREST INSIGHT FOCUS RIDGE FRONTIER F67FBK8OJ VLP 2.31% $92,980,373
DELTA OPTIMA QUANTUM RIDGE WAVE C3Y6D8ZRC HPYVZ 10.27% $36,608,152
MOMENTUM VECTOR HARBOR FUSION JKIDFSIEV GCDP 9.85% $52,025,137
OAK PEAK OAK OAK UNISON B9LYZ3ISC EAG 6.43% $97,925,873

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