Blue Edge Capital, LLC
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Overview
Blue Edge Capital, LLC is a financial advisor firm located in Richmond, Virginia. The firm administers $529.9 million in assets throughout 340 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). The firm has a small team, including 4 financial advisors. Blue Edge Capital, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Blue Edge Capital, LLC oversees 337 of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring the customer's authorization. Blue Edge Capital, LLC also has three non-discretionary accounts with a total of $5.6 million in assets. The advisory firm's average account size is $1.6 million. The average advisor at Blue Edge Capital, LLC administers around 85 client accounts.
Blue Edge Capital, LLC's headquarters is at 5706 Grove Avenue, Richmond, Virginia 23226. The company is registered to serve investors across a number of states, including New York, North Carolina, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Edge Capital, LLC by the Numbers
$529.9 million
5
340
$1.6 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by the firm most likely consist of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of customers. Blue Edge Capital, LLC works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 340 customers, Blue Edge Capital, LLC's largest client type is high net worth investors, though it also manages money for 61 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 43.26%
- Other Individuals - 37.59%
- Corporations - 5.67%
- Charitable Organizations - 13.48%
* 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
Blue Edge Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Blue Edge Capital, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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