RIA Intel›Advisers›Maryland›BLUESTONE FINANCIAL ADVISORS, LLC

BLUESTONE FINANCIAL ADVISORS, LLC

Advisory

N·BETHESDA, MD

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM
$207M
1-Year AUM Growth
+41.5%
3-Year CAGR
+28.3%
Employees
2
Assets Under Management
Total AUM$207M
Discretionary AUM$190M
Non-Discretionary AUM$17M
Discretionary %91.7%
Total Clients50
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingApr 4, 2022
Latest FilingFeb 13, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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