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Blue Devil Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,590,000
Clients
4
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
4
Very LowAverage account size
$647,500
About
Blue Devil Advisors provides discretionary asset management and related financial planning to individuals and high‑net‑worth clients. The firm’s principal manages roughly $2.59 million in client assets across four accounts and documents client goals, risk tolerances, and any investment restrictions in written client profiles.
The firm combines fundamental, technical and charting analyses to construct portfolios tailored to each client’s objectives and time horizon, operating with discretionary trading authority and conducting quarterly reviews that include rebalancing and tax‑loss harvesting considerations. Financial planning services — including reviews of wills, estate plans, taxes, retirement income, Social Security and college planning — may be provided to clients at no additional charge.
Noteworthy differences from many peers include the very small client roster with relatively large average account sizes and a stated $500,000 account minimum, the requirement that clients use a specified custodian (Charles Schwab), and disclosure that the adviser may receive research or other economic benefits tied to custodial relationships. The firm’s principal holds the CFA designation and has an outside business activity that the brochure reports consumes substantial time yet is disclosed as having no crossover clients; the firm also discloses it does not aggregate trades and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.10% annually $1,000,001 - $1,500,000: 1.00% annually $1,500,001+: 0.90% annually
Account minimum: $500,000
Main office location
Blue Devil Advisors LLC
Pittsburgh PA, United States
Number of offices
1
Most active in
Blue Devil Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
-
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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