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Blue River South, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,575,600
Total clients
22
95% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$3,389,800
About
Blue River South, LLC serves individual and family clients across a range of means, providing investment planning, ongoing portfolio advisory, and hourly consulting. The firm focuses on creating and managing low-cost, diversified portfolios for clients rather than offering a full suite of financial planning services such as insurance or estate planning.
The firm operates on a primarily non‑discretionary advisory model: it performs research, produces written recommendations and investment plans, and clients retain the authority to implement trades through their chosen brokerage platforms. Portfolios are implemented mainly with SEC‑registered mutual funds and ETFs (with selective use of actively managed funds), guided by liability‑driven asset allocation, passive rebalancing, cost minimization, and limited turnover.
Compared with most independent advisers, Blue River’s model is notable for not using percentage‑of‑assets fees and for avoiding discretionary management and commission or third‑party compensation; instead it bills on fixed retainer and hourly arrangements and does not take custody of client assets. The firm is a solo practice led by an experienced manager with extensive institutional background and advanced graduate training, and it occasionally provides consulting and research services to other investment firms.
Client services
Portfolio management
Miscellaneous consulting/research for other rias or investment organizations.
Miscellaneous consulting/research for other rias or investment organizations.
Expertise
Passive / index investing
Active portfolio management
Wealth management
Real estate investing
Private / alternative investments
Fee options
$1,500 for creation of investment plan
$0 - $1,000,000: $2,000 per year (up to 1.0% of assets) $1,000,000+: $1,000 per year for each additional $1 million of assets, up to $10,000 maximum annual fee
$100 per hour for private clients; $200 per hour for professional investment organizations (negotiable)
Fee-only: Investment plan creation fee $1,500; ongoing advisory fees on retainer basis as per fee tiers; hourly fee $100 per hour for private clients, $200 per hour for other professional clients (negotiable)
Main office location
Blue River South, LLC
Sarasota FL, United States
Number of offices
1
Most active in
Blue River South, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts
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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