A complete list of active advisors currently associated with Blue Devil Advisors LLC

Warmer can help you find a great advisor at Blue Devil Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Blue Devil Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Donnelly	Pittsburgh, PA	2

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