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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-22-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 18 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
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bluesail Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
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PRINCIPAL
- CRD
- #5409021
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Bluesail Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.