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Blair Capital Management

Updated today

Client AUM

$38,609,709

Clients

30

Advisors

1

of 1 employees

About

Blair Capital provides discretionary investment management to individuals, high‑net‑worth individuals, trusts, and estates, working under written advisory agreements and a stated fiduciary duty. Services include customized portfolio construction, ongoing supervision, and implementation using ETFs, individual stocks and bonds, and option contracts as appropriate to client objectives.

The firm’s approach emphasizes customized, primarily long‑term strategies informed by fundamental, technical, cyclical and charting analysis, with continuous client contact to determine goals, asset allocation and risk tolerance. Blair Capital also employs tactical and hedging techniques—such as covered calls, protective puts and inverse ETFs—to manage risk or reposition portfolios when market conditions or client needs change.

A distinctive feature noted in the brochure is the use of derivatives and option-based hedges within client accounts, a practice that is relatively uncommon among independent advisers of this type. The adviser manages approximately $38.6 million for a small client base of roughly 30 households and cites substantial prior trading and institutional experience as part of its oversight and implementation framework.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

Up to 0.90% annually based on several factors, including scope and complexity of services, asset levels, and overall relationship; example given: 0.90% annually on $1,000,000 account

Other

Fee-only: Fee-based advisory services solely compensated by investment advisory fees; no commissions or other compensation

Main office

Norwalk CT

Advisors at this office

1

Most active in

California · Connecticut

Also doing business as

Blair Capital Management · Blair Capital Management LLC

Disclosures

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

Business activities & affiliations

View complete list of advisors at this firm
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