Blue Marble Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$186,122,386
Clients
238
Advisors
3
of 3 employees
About
Blue Marble Investments is an SEC‑registered adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and businesses with discretionary portfolio management. The firm offers EarthFolio, an online series of professionally managed ESG‑screened model portfolios, and also provides customized discretionary advisory accounts outside of the EarthFolio models.
The firm’s investment approach centers on socially responsible and ESG investing: EarthFolio invests exclusively in funds screened for environmental, social and governance criteria and follows a multi‑step process of fund‑universe definition, strategic asset allocation, fund selection and ongoing monitoring with periodic rebalancing. Clients who choose EarthFolio complete an interactive web questionnaire that recommends a model portfolio and, for those accounts, Blue Marble manages the designated model positions without client tailoring, whereas off‑model clients receive individualized portfolios developed through interviews and written investor profiles.
Noteworthy features for a firm of this size include acting as sponsor and portfolio manager of its own wrap‑fee program for the EarthFolio portfolios and maintaining dedicated online resources (the brochure lists both www.bluemarble.com and www.earthfolio.net) along with periodic client communications such as periodicals or newsletters. Blue Marble operates with a small advisory team while reporting over $200 million in regulatory assets under management, combining a boutique staffing model with an online, model‑driven service delivery.
Client services
Expertise
Fee options
$0 - $500,000: 1.10% annually $500,000 - $1,000,000: 0.65% annually $1,000,000 - $3,000,000: 0.55% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.35% annually $10,000,000+: 0.20% annually
Insurance commissions and trailing service fees on commissionable products are received by certain representatives separately from advisory fees.
Account minimum: $500,000
Main office
1117 State St. #85
Santa Barbara CA 93101
Advisors at this office
3
Most active in
California · Colorado · District of Columbia · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · New York · North Carolina · Oregon · Pennsylvania · Texas · Washington
Also doing business as
Blue Marble Investments · Blue Marble Investments, LLC · Earthfolio
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.
Quick links
Advisors at this firm
Arturo T
Series 63, Series 65
Santa Barbara, CA
Blue Marble Investments
Arturo Tabuenca is a financial advisor at Blue Marble Investments with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blue Marble in various capacities since 2000, alongside previous service at Purshe Kaplan Sterling Investments. In addition to advisory services, he is a licensed insurance agent and registered securities representative with limited activities conducted outside the advisory scope. Blue Marble Investments is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and businesses with discretionary portfolio management. The firm focuses on socially responsible and ESG investing through its EarthFolio online platform of ESG-screened model portfolios, alongside customized advisory accounts.
Sierra S
Series 63, Series 65
Santa Barbara, CA
Blue Marble Investments
Sierra Smith is a financial advisor at Blue Marble Investments with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Purshe Kaplan Sterling Investments and experience with Clima y Cafe and Scout Coffee. Blue Marble Investments is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and businesses with discretionary portfolio management. The firm specializes in socially responsible and ESG investing through its EarthFolio platform and offers customized advisory accounts alongside model-driven investment strategies.
Linda S
Series 63, Series 65
Santa Barbara, CA
Blue Marble Investments
Linda Shelby is a financial advisor at Blue Marble Investments with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill and Banc of America Investment Services. Linda serves on the San Jose/Silicon Valley Advisory Board for City Year, a nonprofit organization. Blue Marble Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses, emphasizing socially responsible and ESG investing through its EarthFolio online model portfolios and customized advisory accounts.
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