$55.4M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Oak
- Established Date
- 02-20-2014
- Office Locations
- 1
Office Locations
707 Skokie Blvd Suite 600 Northbrook IL
About Deep Blue Financial LLC
Deep Blue Financial is an independent wealth management practice serving clients from Northbrook and Chicago, IL. The firm emphasizes low-fee, tax-efficient investment management and planning across a client’s full balance sheet, with portfolio construction that can incorporate green and sustainable (ESG/impact) preferences. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$55.4M AVG AUM / ADVISOR
$583.2K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Beacon Wave bridge North pioneer Vector
Investment Themes
Signal bridge Beacon Radial Momentum Optima
Investment Vehicles
Vector Wave ember
Platform
Pioneer
Services
Harbor insight Quantum zenith Beacon vector Element oak Momentum element Prime
Technology
North fusion
Owner & Executives
ADAM B FAUST
Principal
- CRD
- #2972403
- Ownership
- 75% or more
(720) 852-9951
eagle.bridge@peakcapital.com
in linkedin.com/in/insight-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $43,400,000 | -- |
| Total | $55,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,400,000
Public Funds:
22.5% Cash:
24.9% Corporate - Investment Grade:
25.8% Equity - OTC:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $527,274,025 | 22.5% |
| Cash | $583,516,587 | 24.9% |
| Corporate - Investment Grade | $604,607,548 | 25.8% |
| Equity - OTC | $628,041,950 | 26.8% |
| Total | $2,343,440,110 | 100.0% |