J
CRD: 340035
JAY Blue Capital
Richmond, VA
4012587053
$2.5M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2026
- Office Locations
- 1
Office Locations
-- Richmond VA
About JAY Blue Capital
JAY Blue Capital is a Richmond-based RIA. The firm has been operating for 0 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight bridge Unison pathway
Investment Themes
Bridge ridge Foundation
Services
Eagle timber Value catalyst
Owner & Executives
N
Nathaniel Ian Jackson
Chief Executive Officer
- CRD
- #8201689
- Ownership
- 75% or more
(328) 750-5695
vertex.meridian@insightcapital.com
in linkedin.com/in/delta-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,388,433 | -- |
| Non-Discretionary | $110,938 | -- |
| Total | $2,499,371 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,499,371
Equity - Exchange:
52.6% Cash:
47.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,950,475,890 | 52.6% |
| Cash | $1,757,653,178 | 47.4% |
| Total | $3,708,129,068 | 100.0% |