Pavion BLUE Capital, LLC
SEC RegisteredAbout the firm
Pavion Blue Capital LLC is an SEC Registered Investment Advisor founded in 2019 by Eric S. Wong, CFA and James M. Oghigian, both of whom have been investing professionally since the late 1980s and 1990s respectively. The firm's team has worked together since the late 1990s, with backgrounds spanning Arthur Andersen, Drexel Burnham Lambert, Smith Barney, and Morgan Stanley.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and client services, including portfolio management and administration.
Who they serve
Long-term investors across a wide range of account types; some client relationships span in excess of 35 years.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $3.3M |
| High Net Worth Individuals | 132 | $409M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $10M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 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. Pavion BLUE Capital, 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.
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