Blue Diamond Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Blue Diamond Financial Group, LLC provides solicitation services to individuals, high‑net‑worth clients, corporations and other business entities by referring them to other registered investment advisers; the firm does not manage client assets, accept discretionary authority, or report assets under management. It acts solely as a solicitor for third‑party advisers rather than offering in‑house portfolio management or ongoing account reviews.
The firm exclusively recommends a set group of outside advisers and asks clients to enter agreements directly with those firms, and it does not make specific securities recommendations or tailor investment strategies itself. Blue Diamond indicates it has reviewed the programs of the advisers it recommends but does not perform comparative vetting against other advisers’ services.
Notable deviations from peers include an affiliation with an accounting firm (Ratledge & Associates LLC) through common ownership and a referral‑based business model in which the firm shares in advisory fees paid to recommended advisers rather than charging a direct percentage‑of‑AUM fee. The brochure also discloses potential conflicts of interest from solicitor compensation and from recommending the affiliated accounting practice, and notes that the firm’s principal holds CPA and CFP credentials.
Client services
Main office location
Blue Diamond Financial Group, LLC
92 Reads Way, #104
New Castle DE 19720-1631, United States
Number of offices
1
Most active in
Delaware
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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