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BLUE CAPITAL

OMAHA, NE · CRD 304083 · IAPD ↗ · bluecapitalwealth.com · (402) 932-0131

$200.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2024 — BLUE CAPITAL reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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