Blair Capital Management

RIASEC Registered
Total AUM
$38.6M
Discretionary
$38.6M
100% of AUM
Avg account
$666K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323660
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.13%
  • Individuals19.87%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Blair Capital Management is a small, equity‑focused registered adviser that manages portfolios for individuals and families. The firm charges a percentage‑of‑assets fee and concentrates most client capital in publicly traded equities, using exchange‑traded vehicles alongside individual stock positions. Its advisory activity centers on portfolio management for individuals and small businesses rather than institutional pension consulting or multi‑state operations. The firm’s profile indicates a preference for liquid, listed securities as the backbone of client portfolios, while supplementing exposure through mutual funds and selected third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 8%, Cash & Cash Equivalents 2%90%
  • Exchange Traded Equities90%
  • US Government Bonds8%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • John Blair

    John Blair

    PresidentCRD 1255968

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth