DEEP BLUE FINANCIAL LLC

Overview

Deep Blue Financial LLC is a small, privately owned advisory firm organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses and the selection of other advisers as its primary advisory activities. Deep Blue identifies as a capital allocator, and its model includes hiring third‑party managers or subadvisers when appropriate. The firm is not classified as an active ESG investor, is not described as a multi‑state adviser, and does not present itself as a pension consultant or related adviser. Ownership is listed as an individual, and the adviser is not newly formed.

Assets & Accounts

Investments & Alternatives