Deep Blue Investment Advisors
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Overview
Deep Blue Investment Advisors is a financial advisor company located in Tampa, Florida. The firm handles $10.9 billion in assets under management throughout 23 client accounts, placing it among the biggest firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Deep Blue Investment Advisors is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as equities, bonds and options.
Deep Blue Investment Advisors administers most of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments without needing client authorization. The company also administers nine non-discretionary accounts totaling $6.5 billion in assets. The firm manages about $473.9 million in assets for each customer account. The average financial advisor at Deep Blue Investment Advisors administers about five client accounts, making it one of the most individualized advisor firms in the country.
The company's headquarters is at 5502 North Nebraska Ave, Tampa, Florida 33604. The firm is registered to provide services to clients throughout a number of states, including Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Deep Blue Investment Advisors by the Numbers
$10.9 billion
13
23
$473.9 million
Products and Services
Deep Blue Investment Advisors provides a variety of services, which can include portfolio management for institutional clients, educational seminars and other services. Notably, it did not provide financial planning services to any of its customers in the prior financial year. The firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on the services offered. However, fee types billed by the firm most likely include any combination of the following fee structures: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to state or municipal government entities. Out of its 23 clients, Deep Blue Investment Advisors's biggest client group by number of accounts is state or municipal government entities. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Deep Blue Investment Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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