Blue Diamond Capital Investment Advisors

RIASEC RegisteredEst. 2025
Total AUM
$301M
Discretionary
$0
0% of AUM
Avg account
$9.1M
Accounts
33
Employees
3
Advisory reps
5

Firm details

Headquarters
Provo, Utah
CRD number
333059
Registered since
February 21, 2025
Website
bdc-ia.com
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI70.01%
  • Pooled Investment Vehicles27%
  • Individuals2.98%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Diamond Capital Investment Advisors is an independent, SEC-registered advisory firm that began its SEC registration in 2025 and operates as a limited liability company. The firm positions itself as a capital allocator for institutional clients and provides a mix of financial planning and portfolio management services across individual/small-business relationships and pooled investment vehicles. Its advisory model includes both direct portfolio management and sponsorship/management roles for private pooled funds; it also charges clients on hourly and fixed-fee schedules. Blue Diamond does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 59%, Exchange Traded Equities 21%, Public Funds/Mutual Funds 10%, State & Local Bonds 8%, Cash & Cash Equivalents 2%59%
  • Other59%
  • Exchange Traded Equities21%
  • Public Funds/Mutual Funds10%
  • State & Local Bonds8%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Brandon Ball

    Chief Financial OfficerCRD 7979542

  • Marc Bingham

    CEOCRD 8027448

  • Michael Mckay

    Chief Accounting OfficerCRD 8027450

Contacts

2 of 2
  • Michael Bingham

    Managing PartnerCRD 8027447

  • Deborah Bingham

    Executive Vice PresidentCRD 8027449

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Provo, UT

Utah

Location

Provo, UT

Headquartered in Provo, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
180 N University Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth