J
Jay Blue Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,499,371
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Jay Blue Capital is a small, state-registered investment manager that provides discretionary and non-discretionary portfolio management and ongoing investment advice to business entities and individuals, and is organized and operated by a single principal. The firm reports approximately $2.5 million in assets under management and is compensated through asset-based advisory fees.
The firm constructs portfolios using Modern Portfolio Theory and the Capital Asset Pricing Model, applying both fundamental and technical analysis and offering four strategy profiles from capital preservation to aggressive growth. The aggressive strategy may employ options (covered calls, spreads, straddles and long calls/puts) as hedging or leverage tools and is offered only to clients deemed suitable based on a documented suitability process.
Notable departures from many peers include the firm’s recent formation and small scale (one advisory professional), its management of proprietary accounts alongside client accounts with policies to address allocation conflicts, and a practice of executing trades on an account-by-account basis rather than aggregating trades across clients. The principal’s long background in education and service on a private school retirement committee and student investment club is a distinguishing feature of the firm’s leadership and experience.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Fee options
0.25% of AUM per quarter (up to 1.00% annually), negotiable based on client circumstances, account size, and complexity of services
Main office location
Jay Blue Capital
Richmond VA, United States
Number of offices
1
Most active in
Jay Blue Capital has reported serving >5 clients in these states in the last 12 months.
Rhode Island · Virginia
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:
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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.
Forms ADV
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