Blair Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,609,709
Clients
30
37% 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
30
TypicalAverage account size
$1,286,990
About
Blair Capital provides discretionary investment management to individuals, high‑net‑worth individuals, trusts, and estates, working under written advisory agreements and a stated fiduciary duty. Services include customized portfolio construction, ongoing supervision, and implementation using ETFs, individual stocks and bonds, and option contracts as appropriate to client objectives.
The firm’s approach emphasizes customized, primarily long‑term strategies informed by fundamental, technical, cyclical and charting analysis, with continuous client contact to determine goals, asset allocation and risk tolerance. Blair Capital also employs tactical and hedging techniques—such as covered calls, protective puts and inverse ETFs—to manage risk or reposition portfolios when market conditions or client needs change.
A distinctive feature noted in the brochure is the use of derivatives and option-based hedges within client accounts, a practice that is relatively uncommon among independent advisers of this type. The adviser manages approximately $38.6 million for a small client base of roughly 30 households and cites substantial prior trading and institutional experience as part of its oversight and implementation framework.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Up to 0.90% annually based on several factors, including scope and complexity of services, asset levels, and overall relationship; example given: 0.90% annually on $1,000,000 account
Fee-only: Fee-based advisory services solely compensated by investment advisory fees; no commissions or other compensation
Main office location
Blair Capital Management
Norwalk CT, United States
Number of offices
1
Most active in
Blair Capital Management has reported serving >5 clients in these states in the last 12 months.
California · Connecticut
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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