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BLUE GROTTO CAPITAL, LLC

ATLANTA, GA · CRD 299869 · IAPD ↗ · bluegrottocapital.com · 404.381.1890

$2.10BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — BLUE GROTTO CAPITAL, LLC reported RAUM up 80% ($1.16B -> $2.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BLUE GROTTO CAPITAL, LLC crossed $1B in regulatory AUM ($743.4M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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