$28.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Focus frontierBridge signal +more
- Established Date
- 04-22-2008
- Office Locations
- 1
Office Locations
1750 Tysons Boulevard Suite 1500 Mclean VA
About Bluesail Advisors LLC
BlueSail Advisors is an independent, fee-only RIA based in McLean, VA serving retail clients with comprehensive financial planning (tax, insurance, estate, retirement, and budgeting) alongside portfolio management. Investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income. Custodies with Altruist.
Team overview
-- AVG AGE
$28.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Matrix
Custodian
Alpha north Crest crest
Investment Themes
Vertex Horizon atlas
Investment Vehicles
Ridge vertex
Services
Foundation radial Pioneer Matrix foundation Frontier oak
Technology
Eagle horizon Atlas Oak prime
Owner & Executives
T
TODD TYLER SHEARS
PRINCIPAL
- CRD
- #5409021
- Ownership
- 75% or more
(852) 500-5966
prime.focus@focuscapital.com
in linkedin.com/in/catalyst-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,909,203 | -- |
| Total | $28,909,203 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,909,203
Public Funds:
30.9% Cash:
27.9% Equity - Exchange:
15.2% Municipal Bonds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,616,095,793 | 30.9% |
| Cash | $1,459,193,289 | 27.9% |
| Equity - Exchange | $794,972,688 | 15.2% |
| Municipal Bonds | $1,359,821,704 | 26.0% |
| Total | $5,230,083,474 | 100.0% |