Providence, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Blue Fin Capital, Inc.
Team
Firm-wide stats for Blue Fin Capital, Inc.
Total advisors
2Clients per advisor
334 Very HighAvg AUM per client
$1,087,856 TypicalHNW client ratio
60% Very HighAbout
Blue Fin Capital provides discretionary portfolio management to individuals (including high‑net‑worth clients), their trusts, estates and retirement accounts, as well as corporations, pension and profit‑sharing plans and charitable organizations. As of January 30, 2026 the firm reported approximately $755.9 million in discretionary assets under management for roughly 668 client accounts and also offers complimentary financial planning and discretionary 529 plan management.
The firm constructs customized portfolios based on clients’ stated objectives, risk tolerance, tax considerations and other suitability factors, and monitors and rebalances accounts on an ongoing basis. Its stated methods include fundamental, cyclical and technical analysis (including charting), and it may employ long‑ and short‑term trading, short sales and margin transactions across equities, fixed income and ETFs.
Compared with many peers, Blue Fin’s combination of a large asset base and a relatively small advising team results in an unusually high number of clients and assets per advisor, a configuration that is uncommon among similar team firms. The brochure discloses active trading tools such as short sales and margin, and the firm’s reporting indicates the use of derivatives in separately managed accounts — a practice that is less common among comparable advisers.
Based on Blue Fin Capital, Inc.
Location
10 Weybosset Street, Suite 302 B
Providence RI 02903
Advisors at this office
2
Advisors at this office
Richard C
Series 63, Series 65
Providence, RI
Blue Fin Capital, Inc.
Richard Carolan is a financial advisor at Blue Fin Capital, Inc. in Providence, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Blue Fin Partners Holdings, Triple C Container Corp., and Blue Fin Capital since the mid-1990s. Outside of his advisory work, he serves as treasurer of Triple C Equipment Corp. and sits on the board of directors for Gilbane Building Company. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that incorporates fundamental, cyclical, and technical analysis, using both long- and short-term trading strategies, including derivatives in some accounts.
Mars B
CFA®, Series 63, Series 65
Providence, RI
Blue Fin Capital, Inc.
Mars Bishop is a CFA® charterholder with 29 years of industry experience. He has been with Blue Fin Capital, Inc. since 1997 and is also associated with Blue Fin Partners Holdings since 1996. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, retirement accounts, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that integrates fundamental, cyclical, and technical analysis with both long- and short-term trading strategies, including the use of derivatives in certain accounts.
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