Blue Heron Capital

Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting to individuals, families, trusts and high‑net‑worth clients, managing about $102.2 million across roughly 205 client accounts and three advisors. The firm also offers standalone planning and consulting engagements and discloses affiliated insurance activities through a related insurance entity that may result in additional compensation to advisors.

The firm emphasizes an active, asset‑allocation centered approach implemented mainly through equities, ETFs, mutual funds, fixed income, ESG and alternative investments (including private investments and structured products), and relies on third‑party model managers and a platform provider for implementation. Blue Heron uses Nitrogen risk‑scoring tools to align portfolios with client risk profiles, performs periodic rebalancing, and generally manages accounts on a discretionary basis.

Distinctive disclosures include that Blue Heron is the sponsor and manager of its own wrap fee program and that all advisory clients are managed within that program, with platform billing and reporting routed through the platform provider. The brochure also highlights affiliations and financial relationships — including an affiliated insurance agency, receipt of marketing and platform support from product sponsors, and a recent conditional forgivable payment from a platform provider — items the firm discloses as potential conflicts and says it addresses through policies and client disclosures.