Blue Jasper Capital LLC logo

Blue Jasper Capital LLC

Updated today

Client assets under management

$19,574,675

Clients

73

7% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

15

Very Low

Average account size

$268,146

About

Blue Jasper Capital is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, retirement plans and donor‑advised funds, and also acts as investment manager to a pooled private fund for qualified investors. The firm operates as a small team of advisers and manages roughly $23.6 million across its client relationships.

The firm provides discretionary investment management and financial planning/consulting, typically constructing diversified portfolios using low‑cost mutual funds and ETFs while also employing individual stocks, bonds or options when appropriate to client objectives. Blue Jasper’s process is primarily long‑term and informed by fundamental and technical analysis, with the firm offering tactical portfolio models and project‑based planning engagements as needed.

Compared with many team‑sized peers, Blue Jasper’s business includes uncommon features: it manages an affiliated private fund that invests in derivatives, provides portfolio management for pooled vehicles, and accepts performance‑based compensation subject to a hurdle and possible side‑letter arrangements. The brochure discloses the potential conflicts those arrangements can create (including differing fee arrangements and insurance‑related activities by advisors) and notes the firm has policies intended to address and mitigate those conflicts.

Client services

Financial planning Portfolio management Consulting services

Expertise

Private / alternative investments Active portfolio management Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees ranging from $2,750 to $45,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.75% annually

Commissions

Insurance commissions from insurance product sales by advisory persons are separate and in addition to advisory fees.

Project-based

$615 per hour

Performance-based

For Private Fund investors, management fee of 0.50% to 2.00% per annum plus a performance-based incentive allocation with a hurdle rate of 9.77%.

Main office location

Blue Jasper Capital LLC

743 8 Th St

Clermont FL 34711, United States

Number of offices

2

Most active in

California · Florida · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Todd H

Series 63, Series 65

Clermont, FL

Blue Jasper Capital LLC

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 63 and Series 65 licenses. He has experience as a trustee for Kingdom First Trust and serves as president and treasurer of Talents 633 Ministries, a para-church organization where he oversees the board and financial decisions. Prior to his advisory role, Heckman worked at Standard Textile Company for over a decade. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm manages portfolios using primarily low-cost mutual funds and ETFs, incorporating both fundamental and technical analysis with a long-term orientation and tactical options to meet client goals.

Private / alternative investments Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Colin M

Series 65

Clermont, FL

Blue Jasper Capital LLC

Colin Myers is a financial advisor at Blue Jasper Capital LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial, Anthem Wealth Management, and Comtech Systems. Outside of his advisory role, Myers serves as CFO of The MacArthur Group and CEO/CFO of North American Solutions Team, a defense consultation company. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Private / alternative investments Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Grayson B

Series 65

Clermont, FL

Blue Jasper Capital LLC

Grayson Bishop is a financial advisor at Blue Jasper Capital LLC with a Series 65 designation and three years of industry experience. Prior to joining Blue Jasper Capital, he worked at Southern Hill Farms and has been involved as a personal trainer at Hitfit Gym since 2021. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm utilizes a long-term investment approach primarily using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Private / alternative investments Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

Charlot A

Series 65

Clermont, FL

Blue Jasper Capital LLC

Private / alternative investments Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

John C

Series 65

Clermont, FL

Blue Jasper Capital LLC

John Copeland is a financial advisor at Blue Jasper Capital LLC in Clermont, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Phillips and Jordan and JB Meridian Advisors, LLC. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm offers discretionary portfolio management with a focus on low-cost mutual funds and ETFs, employing both fundamental and technical analysis to support long-term and tactical investment strategies.

Private / alternative investments Active portfolio management Wealth management Founder/Business Owner Retired
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