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- Custodian
- Deutsche Bank · Morgan Stanley · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About Bluering Advisors, INC
Bluering Advisors, INC is a Lagrangeville-based RIA. The firm has been operating for 4 years. Managing $14.9M in total assets under management, with 2 advisory representatives. They custody assets with Deutsche Bank and Morgan Stanley.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 31 clients, or 15.5 clients per representative. That equates to $481.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES EDWARD DALY
Chief Executive Officer, Financial Advisor
- CRD
- #1671729
- Ownership
- 75% or more
JAMES DAVID MCFADDEN
Chief Compliance Officer, Financial Advisor
- CRD
- #1979899
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,915,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,915,886 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bluering Advisors, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.