RIA Intel›Advisers›Ohio›BLUE ADVISORY LLC

BLUE ADVISORY LLC

Advisory

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$392K

across 47 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

15

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

WILSON & BROWNING, INC.

CLEVELAND HEIGHTS, OH

$19M

SICOR SECURITIES INC

DAYTON, OH

$18M

0.0% 1Y

IMPASSIONED WEALTH MANAGEMENT LTD

$18M

0.0% 1Y

THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC

NEWARK, OH

$19M

ANALYTICAL PORTFOLIO SOLUTIONS, LLC

YOUNGSTOWN, OH

$18M

-48.9% 1Y

FIRST CAPITAL ASSET MANAGEMENT, INC.

WORTHINGTON, OH

$19M

0.0% 1Y

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