Blue Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Capital provides investment advisory services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through discretionary and non‑discretionary managed accounts and financial planning. Like most team firms, it charges percentage‑of‑AUM advisory fees and delivers ongoing portfolio management for individual accounts.
The firm tailors strategies to clients’ objectives and uses asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase approaches, weighing model outputs alongside professional judgment. It also offers access to structured products and buffer ETFs and, unlike most peers, may permit borrowing in separately managed accounts to implement certain client strategies.
Distinctive operational features include principals who are licensed insurance agents and may offer commissionable insurance products, a disclosed potential conflict of interest. The brochure also notes firm practices such as donating gains from trade errors to charity and detailed protocols around complex products and custodial arrangements.
Client services
Expertise
Fee options
Fixed fees for financial planning projects ranging from $1,000 to $5,000; Financial Planning retainer up to $500 per month
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 1.30% $5,000,001 - $10,000,000: 1.20% $10,000,001+: 1.00%
$100 - $250 per hour, depending on negotiation
Financial Planning retainer fee up to $500/month, paid monthly in advance
Fee-only: Fees charged as asset management fees and financial planning fixed fees or hourly rates; no commissions
Main office
3814 Farnam Street, Suite 202
Omaha NE 68131
Advisors at this office
4
Most active in
California · Iowa · Missouri · Nebraska · Nevada · Texas
Also doing business as
Berstler Group · Bk Financial Services · Blue Capital · Blue Capital, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)