Blue Curve Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,008,756
Clients
289
Advisors
2
of 8 employees
About
Blue Curve Advisory LLC provides discretionary portfolio management, financial planning, and standalone tax preparation to individuals (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, and corporate clients. The firm manages client accounts using model portfolios and may invest in a range of instruments including equities, ETFs, REITs, and real estate.
The firm emphasizes discretionary management guided by fundamental analysis, modern portfolio theory, and long‑term purchase strategies, and it manages cash and addresses tax considerations while noting tax efficiency is not a primary objective. Clients sign a financial planning agreement before beginning portfolio management, grant discretionary trading authority, and generally may not impose restrictions on holdings within firm model portfolios; accounts are reviewed at least quarterly.
Blue Curve is unusual among peers in operating with a relatively high number of client relationships per advisor—managing roughly $125 million for nearly 289 clients across two advisors—which implies a higher client coverage model. The firm’s service mix and marketing are also distinctive: it offers standalone tax preparation, its advisors are licensed insurance agents who may earn commissions on insurance sales, and the firm’s marketing includes the use of client testimonials.
Client services
Expertise
Fee options
$0 - $750,000: 1.26% $750,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.50% $5,000,000.01+: 0.30%
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Account minimum: $25,000 Fee-only: Financial planning fees range up to $25,000, negotiable based on complexity and scope; initial financial planning fee from $1,000 to $5,000, negotiable.
Main office
8600 Lasalle Road, Suite 312
Towson MD 21286
Advisors at this office
2
Most active in
Florida · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Jonathan B
CFP®
Towson, MD
Blue Curve Advisory, LLC
Jonathan Brooks is a CFP® professional at Blue Curve Advisory, LLC with one year of industry experience. He previously worked in education and insurance, and since 2023 has served as an assistant part-time swim coach with Cardinal and Gold Aquatics. Blue Curve Advisory provides discretionary portfolio management, financial planning, and standalone tax preparation to individual and corporate clients. The firm uses model portfolios and emphasizes fundamental analysis and modern portfolio theory in managing accounts.
Thomas W
CFP®, Series 66
Towson, MD
Blue Curve Advisory, LLC
Thomas Webbert is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Blue Curve Advisory, LLC. His prior experience includes roles at Osaic Wealth, Inc. and Securities America Advisors, Inc. Webbert also acts as a public notary and independent insurance agent. Blue Curve Advisory offers discretionary portfolio management, financial planning, and standalone tax preparation services to individuals, pension and profit-sharing plans, and corporations. The firm employs model portfolios based on fundamental analysis and modern portfolio theory, managing over $100 million in assets for more than 300 clients.
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