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, privately owned registered investment adviser that began SEC registration in 2021. The firm serves individual and family clients, along with small-business owners, providing financial planning and discretionary portfolio management. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. Blue Capital identifies as a non-ESG investor and does not operate as a multi-state adviser or pension consultant. The firm has an industry affiliation with an insurance company.
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 66Active vs passive
$115M in ETFs
82%
$94.4M
5%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.7M | 14,487 | 9.24% |
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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