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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest foundationBridge meridian +more
- Established Date
- 06-23-2008
- Office Locations
- 2
Office Locations
About Bluestone® Financial Advisors, LLC
Bluestone Financial Advisors serves entrepreneurs as a “personal CFO,” coordinating business and personal finances across strategy, capital allocation, risk management, and consolidated reporting. Services are delivered on a fixed monthly fee with no other compensation, designed to reduce conflicts. The firm is owner-operated and intentionally capacity-limited, bringing a long-term, value-focused investing mindset for complex balance sheets and typically custodying at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW SCOTT COSGROVE
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #5348395
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RYAN ALEXANDER BECKWITH
--
- CRD
- #7006127
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,997,735 | $1,583,314 |
| Non-Discretionary | $17,285,575 | $1,016,799 |
| Total | $207,283,310 | $1,513,017 |
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Separately Managed Accounts
Total SMA Asset: $207,283,310
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,495,934,818 | 39.4% |
| Cash | $1,241,632,549 | 19.6% |
| Equity - Exchange | $2,597,292,577 | 41.0% |
| Total | $6,334,859,944 | 100.0% |