Blue Spark Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$220,589,751
Total clients
88
59% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$2,506,702
About
Blue Spark Capital Advisors is a fee‑only fiduciary wealth management firm that provides discretionary investment management combined with comprehensive financial planning to individual clients, with a stated specialty serving women and their families during major life transitions such as divorce, the death of a spouse or parent, retirement, or job changes. The firm reports managing approximately $220.6 million in assets for about 88 clients through a small advisory team.
The firm’s investment approach centers on liability‑driven investing and broad diversification, typically combining low‑cost ETFs with a select group of active and passive mutual funds and customizing allocations to each client’s time frame and risk tolerance. Financial planning is integrated into investment engagements, and advisors coordinate with clients’ accountants and attorneys to pursue tax‑efficient asset location, cash‑flow strategies, and estate considerations.
What is distinctive for a firm of this scale is its explicit niche in post‑transition planning for women and its practice of including detailed, holistic financial planning as part of every investment relationship rather than offering it only as a standalone service. The firm also maintains a practice of fee‑only advisory compensation, does not accept performance‑based fees, and emphasizes disciplined, non‑market‑timing decisions as central to its process.
Client services
Fee options
$0 - $999,999: 1.25% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $4,999,999: 0.89% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Account minimum: $1,000,000 Fee-only: Fee-only; no commissions or mark-ups; no performance-based fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Main office location
Blue Spark Capital Advisors
31 Hudson Yards, 11 Th Floor
New York NY 10001, United States
Number of offices
2
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