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- Custodian
- Altruist · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2022
- Office Locations
- 1
Office Locations
About Blue Jasper Capital LLC
Blue Jasper Capital is an independent RIA providing full-service financial planning and investment management for client families and business owners nationwide. Portfolios are built around clients’ goals and Christian stewardship, using a proprietary screen to avoid industries they view as harmful and align holdings with biblical values. Strategies are commonly implemented with ETFs and other public funds.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Colin Stephen Myers
Chief Compliance Officer, Founder, President
- CRD
- #6847067
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Charlot Alexandre
Wealth Associate
- CRD
- #7311437
Grayson Price Bishop
Wealth Advisor
- CRD
- #7861581
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,624,675 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,624,675 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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