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KARNER BLUE CAPITAL, LLC

· CRD 290714 · IAPD ↗ · 833-527-6372

$72,791Regulatory AUM
2Advisory reps
2Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — KARNER BLUE CAPITAL, LLC (location n/a) left the SEC roster (was $72,791 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — KARNER BLUE CAPITAL, LLC shrank from 7 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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