RIA Intel›Advisers›Florida›BLUE RIVER SOUTH, LLC

BLUE RIVER SOUTH, LLC

Advisory

FL

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in FL

#1,443

of 2,610 advisers by AUM

Average account

$3M

across 22 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$0

Non-Discretionary AUM$75M

Discretionary %0%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA

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

22 clients

21 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 FL

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

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$75M

CASSINI CAPITAL MANAGEMENT, LLC

TALLAHASSEE, FL

$75M

TRUEWATER WEALTH, P.A.

PONTE VEDRA BEACH, FL

$74M

WATSON ASSET MANAGEMENT, LLC

$75M

ASG CAPITAL, LLC

$75M

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