BLUE FIN CAPITAL, INC.
SEC RegisteredFinancial Confidence for You and Your Family
About the firm
Blue Fin Capital is a trusted private wealth manager for highly successful individuals and families that simplifies the financial lives of its clients. The firm delivers customized solutions intended to help clients, their children, and future generations enjoy life on their terms through thoughtful wealth strategies and disciplined investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management including customized wealth strategies, disciplined investment management, and an independent, transparent, and objective approach to managing client money across generations.
Who they serve
Highly successful individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 266 | $57M |
| High Net Worth Individuals | 402 | $670M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.25% |
| Over $2,000,000 | 0.85% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 FIN CAPITAL, INC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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