|
⚲
|
| Blue Curve Advisory LLC
✚
|
|
|---|---|
| CRD # | 333724 |
| SEC # | 801-131821 |
| CIK # | |
| AUM | $125.2 M (2026-03-11) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 410-339-5771 |
| Address | 8600 LaSalle Road Towson, MD 21286 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 51.2 |
| (b) Individuals (high net worth individuals) | 68 | 73.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 590 | 125.2 |
| By Discretionary | ||
| Discretionary | 590 | 125.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 590 | 125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.2 | |
| Total | 590 | 125.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BSC Capital Partners LLC
✚
|
IA | 0.1 |
|
Index Financial Advisors LLC
✚
|
0.1 | |
|
Berkeley Advisors Inc
✚
|
GA | 0.1 |
|
Demers Constance Elaine
✚
|
OH | 0.1 |
|
Cantlon Financial Planning LLC
✚
|
0.1 | |
|
Strongtower Wealth Management PLC
✚
|
AR | 0.1 |
|
Tidehaven Wealth LLC
✚
|
SC | 0.1 |
|
Wolf Financial Advisors LLC
✚
|
IL | 0.1 |
|
NGP Financial Planning LLC
✚
|
0.1 | |
|
Haykin Michael
✚
|
0.1 |