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Blue Financial

Blue Financial. CRD 330324

Blue Financial logo

CRD: 330324

Blue Financial

Charlotte, NC, 28210
7043021141
www.bluefinancialinc.com
$145.1M Total AUM
$145.1M Disc. AUM
-- 3Y CAGR
11 Employees
324 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
SignalHarbor
Established Date
05-07-2024
Office Locations
1

Office Locations

5970 Fairview Road, Suite 400 Charlotte NC

About Blue Financial

Blue Financial (Charlotte, NC) provides fiduciary retirement planning and ongoing advice for individuals nearing or in retirement. The firm delivers custom income, tax and investment analysis, Social Security planning, and retirement income strategies that may include fixed insurance and annuity solutions. Clients access accounts through an Orion portal, supported by educational workshops, articles, and videos.

Team overview

-- AVG AGE
$24.2M AVG AUM / ADVISOR
$448.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Atlas Foundation

Client Personas

Alpha

Custodian

Element Alpha Eagle element

Investment Themes

Vertex North focus Momentum momentum Pathway optima Crest

Investment Vehicles

Radial

Platform

Quantum

Services

Radial quantum Summit Unison delta Alpha timber Wave quantum Focus harbor Meridian matrix

Technology

Momentum Oak

Owner & Executives

EVAN ALEXANDER CALOTT

EVAN ALEXANDER CALOTT

Co-Owner

CRD
#6911348
Ownership
50% but less than 75%
(231) 673-2029
pathway.value@embercapital.com
in linkedin.com/in/unison-catalyst
Ronald Austin Powell

Ronald Austin Powell

Associate Financial Advisor, Chief Compliance Officer, Co-Owner

CRD
#6604736
Ownership
50% but less than 75%
(258) 917-7866
beacon.vector@quantumcapital.com
in linkedin.com/in/vital-delta

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Contacts

BRIGGS POWELL BOUCHILLON

BRIGGS POWELL BOUCHILLON

Financial Advisor

CRD
#7548089
(517) 897-5528
north.signal@bridgecapital.com
in linkedin.com/in/frontier-capital
Nathan Carey

Nathan Carey

Financial Advisor

CRD
#7810702
(945) 720-4925
vertex.atlas@summitcapital.com
in linkedin.com/in/pioneer-timber
D

Delta quantum

Oak horizon north

CRD
#23704
(436) 468-2387
radial.vertex@matrixcapital.com
in linkedin.com/in/summit-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-18-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $145,146,348 $159,853
Non-Discretionary $0 --
Total $145,146,348 $159,853

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Separately Managed Accounts

Total SMA Asset: $145,146,348

$145.1M Total SMA
Public Funds:
19.7%
Equity - Exchange:
23.8%
Cash:
21.9%
Corporate - Investment Grade:
18.6%
U.S. Government/Agency:
16.0%
Asset class Assets Assets %
Public Funds $1,679,399,709 19.7%
Equity - Exchange $2,028,919,446 23.8%
Cash $1,866,946,885 21.9%
Corporate - Investment Grade $1,585,626,121 18.6%
U.S. Government/Agency $1,363,979,459 16.0%
Total $8,524,871,620 100.0%

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