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Blue Capital

Updated today

Client AUM

$200,818,353

Clients

443

Advisors

4

of 7 employees

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

Financial planning Portfolio management

Expertise

Annuities

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Fee options

Fixed

Fixed fees for financial planning projects ranging from $1,000 to $5,000; Financial Planning retainer up to $500 per month

Percentage

$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%

Project-based

$100 - $250 per hour, depending on negotiation

Subscriptions

Financial Planning retainer fee up to $500/month, paid monthly in advance

Other

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

Advisors at this firm

user avatar

Bradley K

Series 63, Series 66

Omaha, NE

Blue Capital

Bradley Kingsbury is a financial advisor at Blue Capital with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital Synergy Partners, Inc. from 2011 to 2019. Kingsbury serves as a board member of Divine Shepherd Lutheran Church in Omaha, NE. Blue Capital provides investment advisory and financial planning services primarily to individual clients, offering tailored portfolio management through discretionary and non-discretionary accounts. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on aligning portfolios with clients’ objectives, time horizon, and risk tolerance.

Annuities
user avatar

Agustin M

Series 66

Omaha, NE

Blue Capital

Agustin Molina is a financial advisor at Blue Capital with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Synergy Partners and Molina Financial, Inc. He has been with Blue Capital since 2019. Blue Capital provides investment advisory and financial planning services primarily to individual clients, tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. The firm employs various investment approaches including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Annuities
user avatar

Michael H

Series 63, Series 66

Omaha, NE

Blue Capital

Michael Herek is a financial advisor at Blue Capital with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Capital since 2019, previously spending five years with Capital Synergy Partners. Outside of his advisory role, he is the owner of the Red Lion Lounge in Omaha, Nebraska. Blue Capital provides investment advisory and financial planning services primarily to individual clients. The firm offers tailored portfolio management using various strategies and conducts regular account reviews, with a focus on aligning investments to clients’ objectives, time horizons, and risk tolerance.

Annuities
user avatar

Gregory B

Series 63, Series 66

Omaha, NE

Blue Capital

Gregory Berstler is a financial advisor with Blue Capital in Omaha, NE, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Blue Capital since 2019 and previously spent five years with Capital Synergy Partners, Inc. He is also president and owner of Berstler Enterprises, Inc., where he conducts speaking engagements and works with fixed insurance products. 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. The firm employs tailored strategies using asset allocation, technical analysis, and a variety of purchase approaches, and offers access to structured products and buffer ETFs, with some distinctive operational features including the ability to permit borrowing in certain accounts.

Annuities
View complete list of advisors at this firm
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