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BLUE CURVE ADVISORY, LLC

TOWSON, MD · CRD 333724 · IAPD ↗ · bluecurveadvisory.com · 410-339-5771

$125.2MRegulatory AUM
8Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BLUE CURVE ADVISORY, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2026 — BLUE CURVE ADVISORY, LLC grew from 1 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
June 2025 — BLUE CURVE ADVISORY, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — BLUE CURVE ADVISORY, LLC (TOWSON, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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