A complete list of active advisors currently associated with Blue Edge Capital, LLC

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

Blue Edge Capital provides discretionary investment management to individuals (including high net worth clients), family offices, family and charitable trusts, profit-sharing plans, corporations and nonprofit organizations. As of December 31, 2025 the firm reported about $754.1 million in discretionary assets and $11.0 million in non-discretionary assets (roughly $765 million total) across its client base. The firm’s investment process centers on globally diversified, ETF-driven portfolios that apply a modified endowment model with tactical adjustments; its methodology blends strategic asset allocation with macroeconomic, quantitative and technical inputs. Blue Edge offers sixteen ETF portfolio strategies (including ESG and focused options) plus an All Cap Equity sleeve, manages accounts on a discretionary basis, and generally avoids ETNs, portfolio-level leverage and derivatives aside from selective inverse ETFs. Noteworthy distinctions include that Blue Edge focuses on investment management rather than offering standalone financial planning services, which is less common among similar team firms. The firm also permits employees to invest a majority of their liquid net worth alongside clients in firm portfolios, offers an option for fixed flat fees in addition to asset-based billing, and operates with an internal investment committee while one All Cap Equity portfolio is managed separately by a single portfolio manager.

To learn more about the advisors currently working at Blue Edge Capital, 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.