BLUE DEVIL ADVISORS LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 329173
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Devil Advisors LLC is an owner-operated, independent registered investment adviser organized as an LLC that provides fee-based financial planning and portfolio management primarily for individuals, families and small-business owners. The firm charges a percentage of assets under management and focuses on discretionary portfolio oversight rather than institutional or pension consulting. It does not identify as an active ESG investor and is not positioned as a multi-state or capital-allocating shop.
Assets & Accounts
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
- Investment Grade Corp Bonds60%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents8%
- US Government Bonds7%
Owners & executives
1 of 1MICHAEL DONNELLY
Chief Compliance OfficerCRD 2672022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 110 Fort Couch Rd
- Time zone
- ET (UTC-5)
- Office locations
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