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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2019
- Office Locations
- 3
Office Locations
About Bluedoor Private Wealth, LLC
BlueDoor Private Wealth crafts individualized investment and planning strategies for families building and preserving wealth across generations, including estate and legacy planning. Portfolios are tailored to client goals and behavioral profiles, spanning buy-and-hold to covered-call approaches. The team focuses on long-term ownership of high-quality businesses, using risk-budgeting tools and investor education, with in-house research and portfolio management; custodies at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL CHARLES KOZAK
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4181027
- Ownership
- 75% or more
KEVIN PATRICK MCCUTCHEON
Chief Investment Officer
- CRD
- #6105535
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Grady Kozak
Associate Portfolio Manager
- CRD
- #8156980
John Richard Shepherd
Portfolio Manager
- CRD
- #732037
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,266,388 | $780,709 |
| Non-Discretionary | $0 | -- |
| Total | $337,266,388 | $780,709 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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