Blue Jasper Capital LLC logo

Blue Jasper Capital LLC

Updated today

Client AUM

$19,574,675

Clients

73

Advisors

5

of 8 employees

About

Blue Jasper Capital LLC is a registered investment adviser with a five-person team that manages roughly $23.6 million for individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans and donor‑advised funds. The firm offers discretionary portfolio management, financial planning and consulting, and tactical portfolio services tailored to client goals.

Blue Jasper typically constructs customized portfolios using low‑cost, diversified mutual funds and ETFs, while also employing individual stocks, bonds or cash positions when appropriate; it uses both fundamental and technical analysis and generally maintains a long‑term orientation while trading short‑term for rebalancing or tactical reasons. The firm provides ongoing monitoring and formal reviews at least annually and allows clients to place reasonable investment restrictions subject to acceptance.

What distinguishes Blue Jasper from many peers is that it also serves as manager to an affiliated private pooled fund that typically invests in derivatives and is structured to include performance‑based allocations, creating side‑by‑side management considerations that the firm discloses and addresses through policies and investor disclosures. The Advisor further discloses its institutional relationship with its recommended custodian, which supplies platform software and related benefits to the firm and may influence custodial recommendations.

Client services

Financial planning Portfolio management Consulting services

Expertise

Private / alternative investments Options & derivatives strategies General estate planning guidance

Occupation focus

Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning/consulting range from $2,750 to $45,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.75% annually

Commissions

Advisory persons are licensed insurance professionals who may receive commissions for selling insurance products; these commissions are separate and in addition to advisory fees.

Project-based

$615 per hour for financial planning/consulting services

Performance-based

Private Fund management fee of 0.50% to 2% annually plus incentive allocation (performance fees) based on net profits exceeding a hurdle rate.

Main office

743 8th St

Clermont FL 34711

Advisors at this office

5

Most active in

California · Florida · Tennessee · Texas

Also doing business as

Blue Jasper Capital LLC · Thorium Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Todd H

Series 63, Series 65

Clermont, FL

Blue Jasper Capital LLC

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 63 and Series 65 registrations. He has experience as a trustee for Kingdom First Trust and serves as president and treasurer on the board of Talents 633 Ministries, a para-church organization. Prior to his advisory role, he worked for Standard Textile Company for 11 years. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for individuals, trusts, estates, and various other clients. The firm constructs customized portfolios using diversified mutual funds, ETFs, and individual securities, combining fundamental and technical analysis with a primarily long-term investment approach while allowing tactical adjustments.

Private / alternative investments Options & derivatives strategies General estate planning guidance Founder/Business Owner
user avatar

Colin M

Series 65

Clermont, FL

Blue Jasper Capital LLC

Colin Myers is a financial advisor at Blue Jasper Capital LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial, Anthem Wealth Management, and Comtech Systems. Outside of his advisory role, Myers serves as CFO of The MacArthur Group and CEO/CFO of North American Solutions Team, a defense consultation company. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Private / alternative investments Options & derivatives strategies General estate planning guidance Founder/Business Owner
user avatar

Grayson B

Series 65

Clermont, FL

Blue Jasper Capital LLC

Grayson Bishop is a financial advisor at Blue Jasper Capital LLC with a Series 65 designation and three years of industry experience. Prior to joining Blue Jasper Capital, he worked at Southern Hill Farms and has been involved as a personal trainer at Hitfit Gym since 2021. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm utilizes a long-term investment approach primarily using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Private / alternative investments Options & derivatives strategies General estate planning guidance Founder/Business Owner
user avatar

Charlot A

Series 65

Clermont, FL

Blue Jasper Capital LLC

Charlot Alexandre is a financial advisor at Blue Jasper Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at JPMorgan Chase Bank, ADP WorkMarket, and Kingdom Energy Solutions. Alexandre is also involved with Kingdom Energy Solutions LLC, reflecting a background that spans financial services and energy sectors. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios primarily using low-cost mutual funds and ETFs, supplemented by stocks, bonds, and cash positions as appropriate.

Private / alternative investments Options & derivatives strategies General estate planning guidance Founder/Business Owner
user avatar

John C

Series 65

Clermont, FL

Blue Jasper Capital LLC

John Copeland is a financial advisor at Blue Jasper Capital LLC in Clermont, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Phillips and Jordan and JB Meridian Advisors, LLC. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm offers discretionary portfolio management with a focus on low-cost mutual funds and ETFs, employing both fundamental and technical analysis to support long-term and tactical investment strategies.

Private / alternative investments Options & derivatives strategies General estate planning guidance Founder/Business Owner
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)