RIA Intel›Advisers›Missouri›BLUEVINE ADVISORS, LLC

BLUEVINE ADVISORS, LLC

Advisory

KANSAS CITY, MO

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$131K
across 41 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$5M
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$5M
Discretionary AUM$5M
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 InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

1035 CAPITAL MANAGEMENT LLC
$5M
ST. LOUIS FINANCIAL PLANNERS INC.
CHESTERFIELD, MO
$6M
+6.2% 1Y
UMB FINANCIAL SERVICES, INC.
KANSAS CITY, MO
$5M
-97.3% 1Y
LOUGHLIN, JOHN JACKSON
$5M
BEMISTON ASSET MANAGEMENT, LLC
$5M
PROACTIVE FINANCIAL SERVICES, INC.
LAKE SAINT LOUIS, MO
$5M
+33.5% 1Y

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