B
Blaine Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,765,110
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$1,524,101
About
Blaine Capital provides discretionary investment management and related advisory services to individuals and high‑net‑worth individuals, including guidance for retirement accounts and customized portfolio construction using individual equities, fixed income securities and ETFs. As of December 31, 2025 the firm reported managing about $16.8 million across roughly 11 client relationships, indicating a compact, client-focused practice.
The firm employs an event‑driven method of analysis with a generally long‑term orientation, while permitting shorter‑term trades when client objectives or market conditions warrant. Portfolios are built after internal due diligence and can feature concentrated equity allocations, fixed income positions, ETFs and, on occasion, options used for hedging.
Noteworthy aspects relative to peers include the small number of client relationships coupled with discretionary, personalized oversight and an emphasis on event‑driven, potentially concentrated strategies rather than broad, passive diversification. The firm operates under a written Code of Ethics, does not charge performance‑based fees, and places client assets with third‑party custodians for execution and safekeeping.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.50% to 1.50% annually, depending on the size and complexity of the Client relationship
Fee-only: Investment advisory fees range from 0.50% to 1.50% annually, negotiable
Main office location
Blaine Capital, LLC
48 Wall Street, Suite 1100
New York NY 10005, United States
Number of offices
1
Most active in
Blaine Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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