BLUE CURVE ADVISORY, LLC
SEC RegisteredLifelong Guidance
About the firm
Blue Curve Advisory, LLC is a small, personalized fiduciary firm with CFP® professionals that provides comprehensive financial services designed to guide clients toward their unique financial goals. Their advisors craft personalized financial plans tailored to each client's needs, prioritizing clients' best interests above all else.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial services including personalized financial planning, asset management, and strategic guidance tailored to clients' unique goals.
Who they serve
Educators, IT specialists, government employees, healthcare professionals, and others seeking personalized financial planning and guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 221 | $51M |
| High Net Worth Individuals | 68 | $74M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Legacy: under $750,000 | 1.26% |
| $750,000.01 to $2,000,000 | 1.00% |
| $2,000,000.01 to $5,000,000 | 0.50% |
| above $5,000,000 | 0.30% |
| Non-legacy: under $750,000 | 1.50% |
Data as of March 11, 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 CURVE ADVISORY, LLC 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.