Zachary Roberts
Investment Adviser Representative at BLUE Heron Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Roberts is an investment adviser representative with BLUE Heron Capital in Englewood, CO, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Brookstone Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Brookstone Capital ManagementMar 2022 – Jan 2026Wheaton, IL
- Blue Heron Capital; DBA Name for Brookstone Capital MgmtApr 2020 – Jan 2026Englewood, CO
- Colorado Christian UniversityJul 2019 – May 2020Lakewood, CO
- The Walt Disney CompanyJan 2018 – Jul 2018Orlando, FL
- Trivela SafetyJan 2019 – Feb 2020Brighton, CO
- Creative Dining ServicesJan 2017 – Dec 2017Sioux Center, IA
- Drywall Partitions IncorporatedMay 2017 – Aug 2017Arvada, CO
- Dordt CollegeAug 2016 – Dec 2017Sioux Center, IA
- Colorado Christian UniversityAug 2018 – May 2020Lakewood, CO
- BLUE Heron Capital, LLCJan 2026 – no end date reportedEnglewood, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BLUE Heron Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Englewood, CO
- SEC file number:
- 801-135158
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at BLUE Heron Capital
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Roberts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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