$19.6M Total AUM
$19.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst momentumMomentum atlas +more
- Established Date
- 01-25-2022
- Office Locations
- 1
Office Locations
-- Tampa FL
About Great Blue Financial
Great Blue Financial is a fee-only, fiduciary RIA led by CFP® Curtis Diaz, providing one-on-one financial planning and coaching for individuals and couples seeking clarity on cash flow, debt, student loans, and retirement goals. Portfolios are implemented primarily with ETFs and mutual funds, with custody at Schwab or Altruist. Clients work directly with the founder; NAPFA and XY Planning Network member.
Team overview
-- AVG AGE
$19.6M AVG AUM / ADVISOR
$653.1K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Radial zenith Matrix
CRM
Unison
Custodian
Ridge
Investment Themes
Quantum Bridge peak Meridian
Investment Vehicles
Glacier bridge
Platform
Delta
Services
Element Value Glacier timber Oak Optima Quantum matrix Ember element
Technology
Beacon eagle Timber Atlas momentum
Owner & Executives
C
CURTIS WILSON DIAZ
Chief Compliance Officer, President
- CRD
- #6384063
- Ownership
- 75% or more
(489) 620-2562
momentum.fusion@northcapital.com
in linkedin.com/in/zenith-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,593,907 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,593,907 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,593,907
Public Funds:
7.0% Equity - Exchange:
33.1% Private Funds:
23.3% Cash:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $471,538,827 | 7.0% |
| Equity - Exchange | $2,229,705,025 | 33.1% |
| Private Funds | $1,569,550,667 | 23.3% |
| Cash | $2,465,474,439 | 36.6% |
| Total | $6,736,268,958 | 100.0% |