Blue Chip Financial Advisors, LLC

Overview

Blue Chip Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by domestic individuals and serves a client base made up primarily of individuals and families. It does not act as a capital allocator and is not identified as an active ESG investor. Service offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The snapshot lists the firm as not a “multi state adviser,” yet its footprint (see Location & Offices) extends across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices