This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AtlasMatrix zenith +more
- Established Date
- 08-01-2014
- Office Locations
- 2
Office Locations
About Blue Ridge Wealth Planners
Blue Ridge Wealth Planners provides comprehensive retirement and financial planning for retirees and pre-retirees in East Tennessee (Knoxville/Chattanooga) and beyond. The firm builds a “plan for everything,” covering retirement income, Social Security and tax considerations, and ongoing guidance aimed at preserving assets through market cycles. They also run educational workshops and classes (including NC State events) and maintain local media visibility via Blue Ridge Retirement TV.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRADLEY ROBERT FUGATE
Managing Director
- CRD
- #6601343
- Ownership
- 25% but less than 50%
ROBERT HARRY FUGATE
Advisor, WEALTH PLANNER
- CRD
- #2998559
- Ownership
- 10% but less than 25%
Radial vector
Delta catalyst signal
- CRD
- #68075
- Ownership
- 13.7%
Showing 2 of 6 owners & executives
Unlock allContacts
Benjamin Phillip Andrews
Associate Wealth Coordinator
- CRD
- #8207884
Austin Wells Ballenger
Wealth Planner
- CRD
- #7892866
Peak optima
Ridge value
- CRD
- #22150
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $361,659,979 | $169,237 |
| Non-Discretionary | $0 | -- |
| Total | $361,659,979 | $169,237 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $361,659,979
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $322,043,626 | 20.5% |
| Cash | $342,465,904 | 21.8% |
| Equity - Exchange | $906,434,986 | 57.7% |
| Total | $1,570,944,516 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MATRIX | FRONTIER LEGACY | 4C99BIN1Z | MHJX | 5.56% | $103,126,237 |
| CAPITAL MOMENTUM UNISON | LEGACY SIGNAL | 52FZXHRGQ | VKV | 4.11% | $34,051,366 |
| GLACIER CATALYST | CATALYST EMBER | BPNF67I1E | BNBPB | 4.63% | $76,021,397 |
| SIGNAL RIDGE | EMBER CREST | 1FQAQHE2J | LUGTM | 6.46% | $63,962,476 |
| NORTH PATHWAY INSIGHT | VERTEX MOMENTUM | U48RFTLA5 | BDANI | 11.48% | $54,060,207 |
| FUSION BRIDGE | NORTH CREST | 5PAODCBZ4 | FPT | 12.56% | $8,042,128 |
| SIGNAL CATALYST PRIME | NORTH VERTEX | Q5K90EV6H | ZXIB | 10.72% | $98,152,879 |
| OPTIMA HARBOR | WAVE HORIZON | ENZIM219V | VJIX | 10.90% | $112,315,356 |