Blue Capital
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 304083
- Registered since
- May 28, 2021
- Website
- www.bluecapitalwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.63%
- Individuals48.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Capital is an independent registered investment adviser, organized as a corporation and SEC-registered since 2021. The firm is owner-operated and primarily serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes percentage-of-assets, hourly charges, and fixed fees. Blue Capital does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external managers. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Gregory Berstler
Owner / AdvisorCRD 2870305
Bradley Kingsbury
Investment Advisor RepresentativeCRD 4065066
Agustin Molina
Partner, CCOCRD 5764714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$112M in ETFs
83%
$93.2M
6%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $8.9M | 15,342 | 7.91% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 3814 Farnam St
- Time zone
- CT (UTC-6)
- Office locations
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