CRD: 168477
Stillblue Financial Partners, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2013
- Office Locations
- 1
Office Locations
About Stillblue Financial Partners, LLC
StillBlue Financial Partners is an independent RIA providing tailored financial counsel, planning, and portfolio construction/management for retail clients. The team uses an active, risk-managed approach grounded in each client’s risk tolerance, tax situation, liquidity needs, and return goals, supported by thoughtful communication and robust reporting, and stays current on new technology and continuing education. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MELISSA L MANLEY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5318431
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JOSEPH LANE SMITH
Partner
- CRD
- #4824900
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,599,139 | -- |
| Non-Discretionary | $28,517,067 | -- |
| Total | $107,116,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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