Blue Iguana Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Iguana Capital provides financial consulting to individual clients through topic-specific consultations that may cover retirement strategy, cash-flow analysis, tax reduction, risk management, and estate preservation. The firm’s brochure states it does not manage client assets, does not sponsor wrap-fee programs, and does not take custody of client funds.
The firm develops tailored plans based on client-stated objectives using analyses such as cash-flow modeling, investment planning, and tax and estate considerations, drawing on public sources like annual reports and SEC filings. Plans are typically delivered within 90 days contingent on timely client documentation, and clients are responsible for implementing recommendations since ongoing monitoring is not provided as a standard service.
Notably, the firm charges fixed consulting fees (up to $5,000) rather than the percentage-of-assets-under-management fee common among investment managers, and it may bill 50% in advance or upon completion. The principal is a Certified Public Accountant who maintains a separate, largely full-time accounting role outside the advisory business, and the firm was founded in 2025 and began offering advisory services in 2026, which distinguishes its capacity and operating model from more established investment managers.
Client services
Expertise
Fee options
Fixed fee up to $5,000 for financial consulting
Minimum fee: Fixed fee of up to $5,000 based on complexity and client needs
Main office
Valparaiso IN
Advisors at this office
1
Most active in
Illinois
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.
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