Big Blue Investors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$312,543
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Big Blue Investors, LLC provides discretionary asset management and retirement-account rollover advice to retail investors and small businesses, with services tailored to individual financial situations and objectives. The firm’s brochure notes it was recently formed and became operational in 2023.
The firm describes a multi-method investment process that combines fundamental, technical and charting analysis and employs both strategic and tactical asset-allocation approaches, including options strategies and frequent trading where appropriate. It typically recommends using an institutional custody platform (Interactive Brokers) to access research, execution tools and block-trading capabilities, and allocates aggregated trades on an average-price basis.
Distinctive aspects for a manager in this category include the firm’s stated willingness to serve individual (including non‑HNW) retail clients alongside pooled or institutional mandates and its small, owner‑managed scale with a single investment‑adviser representative. The brochure also discloses that clients retain proxy‑voting responsibility and that the firm may utilize endorsements in advertising, practices that differ from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.00% annually
Main office location
Big Blue Investors, LLC
Ft. Lauderdale FL, United States
Number of offices
2
Most active in
Big Blue Investors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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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