BLUE CAPITAL
SEC RegisteredNavigating your road to retirement.
About the firm
Blue Capital Wealth offers retirement projections and investment management at a fiduciary standard. The firm has partnered with the Police Federal Credit Union of Omaha to serve their members with customized retirement and financial plans based on their unique benefit system.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement projections, investment management, financial plans, and investment management services at discounted rates for Police Federal Credit Union of Omaha members.
Who they serve
Members of the Police Federal Credit Union of Omaha, with a focus on retirement and financial planning based on their unique benefit system.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 391 | $97M |
| High Net Worth Individuals | 52 | $104M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.40% |
| $2,000,001 - $5,000,000 | 1.30% |
| $5,000,001 - $10,000,000 | 1.20% |
| $10,000,001 or more | 1.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE CAPITAL 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 the SEC or FINRA websites before making any decision.