Blue Devil Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Devil Advisors provides discretionary asset management and related financial-planning advice to individuals and high‑net‑worth clients. Like many independent advisers, it charges fees based on assets under management; the firm manages roughly $2.66 million for a very small client roster (four clients) and maintains a $500,000 account minimum, and it may prepare financial plans as part of its recommendations at no additional charge.
The firm customizes investment programs to each client’s goals, time horizon, and risk tolerance and operates with discretionary trading authority, conducting quarterly reviews, rebalancing, and seeking tax‑loss harvesting opportunities when appropriate. Its analysis toolkit includes fundamental, technical, and charting/cyclical methods; the firm requires use of a designated custodian (Charles Schwab) and discloses that it may receive research or related benefits tied to client trading (soft‑dollar benefits), and it does not aggregate trades across separate accounts.
Notable distinctions include that the firm’s principal holds the CFA charter and concurrently operates an affiliated investment company to which he devotes roughly half his time, a relationship the brochure states involves no crossover clients. The firm also does not vote client proxies (clients receive and vote their own proxies), a practice that differs from many peers that handle proxy voting on behalf of clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.10% annually $1,000,001 - $1,500,000: 1.00% annually $1,500,001+: 0.90% annually
Account minimum: $500,000
Main office
110 Fort Couch Rd., Suite 306
Pittsburgh PA 15241
Advisors at this office
1
Most active in
Pennsylvania
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.
Forms ADV
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