SEC Form ADV

BLUE FINANCIAL

Registered Investment AdviserNC
$145.1M
Assets Under Management
908
Total Clients
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Registration Details

Accession
CRD-330324
Location
CHARLOTTE, NC
Filing Date
February 26, 2026
AUM
$145.1M
Total Clients
908
Amendment
No

About this Adviser

BLUE FINANCIAL is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $145.1M in assets across 908 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.