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 to individuals and high‑net‑worth clients. The firm’s principal manages roughly $2.59 million in client assets across four accounts and documents client goals, risk tolerances, and any investment restrictions in written client profiles. The firm combines fundamental, technical and charting analyses to construct portfolios tailored to each client’s objectives and time horizon, operating with discretionary trading authority and conducting quarterly reviews that include rebalancing and tax‑loss harvesting considerations. Financial planning services — including reviews of wills, estate plans, taxes, retirement income, Social Security and college planning — may be provided to clients at no additional charge. Noteworthy differences from many peers include the very small client roster with relatively large average account sizes and a stated $500,000 account minimum, the requirement that clients use a specified custodian (Charles Schwab), and disclosure that the adviser may receive research or other economic benefits tied to custodial relationships. The firm’s principal holds the CFA designation and has an outside business activity that the brochure reports consumes substantial time yet is disclosed as having no crossover clients; the firm also discloses it does not aggregate trades and does not vote client proxies.
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 |
|---|---|---|
Pittsburgh, PA
| 2
|
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