Blue Financial
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 330324
- Registered since
- April 28, 2025
- Website
- www.bluefinancialinc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.91%
- HNWI36.04%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blue Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration effective 2025) and positions itself as a capital allocator serving individual and family clients on a fee‑for‑assets basis. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. The firm is not marketing itself as an ESG investor and appears to operate under a single‑state footprint. An industry affiliation with an insurance company is listed.
Assets & Accounts
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities33%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Contacts
3 of 8
Evan Calott
Partner and Financial AdvisorCRD 6911348
Ronald Powell
Partner, Financial AdvisorCRD 6604736
Briggs Bouchillon
Registered RepresentativeCRD 7548089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 5970 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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