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BLUE FIN CAPITAL, INC.

WARREN, RI · CRD 108451 · IAPD ↗ · bluefincapital.com · 401-454-0772

$755.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — BLUE FIN CAPITAL, INC. reported RAUM up 28% ($507.5M -> $650.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — BLUE FIN CAPITAL, INC. crossed $500M in regulatory AUM ($365.7M -> $507.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.