Blair Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Blair
PresidentCRD 1255968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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