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Blue Capital, Inc.

EST. AUM
$208,782,235

CONTACTS

CLIENT ACCOUNTS
1,201

Firm Details

Metro area Omaha
CRD Number 304083
Website bluecapitalwealth.com
Client types

Overview

Blue Capital, Inc. is an SEC-registered investment adviser headquartered in Omaha, Nebraska, founded in 2019. The firm provides discretionary and non-discretionary portfolio management, investment advisory, and comprehensive financial planning services to individuals and high-net-worth clients. Its advisory process emphasizes customized asset allocation strategies tailored to each client’s objectives, risk tolerance, and time horizon. Portfolios may incorporate stocks, bonds, mutual funds, exchange-traded funds, cash holdings, and annuities. In addition to investment management, Blue Capital offers financial planning services covering retirement planning, estate planning, and risk management to support clients’ long-term financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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