Blue Marlin Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Marlin Advisors is a small, state‑registered investment adviser that provides individualized investment management and ongoing financial planning to retail clients, including high‑net‑worth individuals as disclosed in its brochure. The firm manages roughly $5.7 million across a limited client base and may place assets with or refer clients to third‑party outside managers when appropriate.
The firm describes a primary use of passive portfolio construction—index mutual funds and ETFs governed by client‑specific investment policy statements and asset‑allocation targets—alongside model allocations from third parties. It also operates options‑based models and uses derivatives, structured notes, and defined‑outcome or leveraged ETF strategies in separately managed accounts, an approach the brochure highlights as more complex and risk‑sensitive.
Distinctive aspects relative to peers include the principals’ substantial outside business activities in financial publishing and research (reported at roughly 25% and 50% of their time), the firm’s small scale with multiple offices serving a modest number of clients, and an ongoing subscription financial‑planning service. The brochure also notes routine use of outside managers such as Betterment and states the firm does not participate in wrap‑fee programs or offer performance‑based fee arrangements.
Client services
Expertise
Fee options
$0 - $100,000: Minimum annual fee of $1,000 applies; fee calculated at 1% AUM until minimum reached $100,000+: 1.0% annually for standard investment management accounts $0 - $50,000: Minimum annual fee of $1,500 applies for options model accounts; fee calculated at 3% AUM until minimum reached $50,000+: 3.0% annually for options model accounts
Minimum fee: $1,000 minimum annual fee for standard accounts; $1,500 minimum annual fee for options model accounts Fee-only: Ongoing Financial Planning: $400-$500 upfront plus $200-$350 monthly fee
Main office
See office2054 Vista Parkway, Ste 400
West Palm Beach FL 33411-6742
Advisors at this office
1
Offices (2)
Most active in
Alabama · California · Florida · Texas
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.
Forms ADV
Advisors at this firm
Silas P
Series 63, Series 65
Fairhope, AL
Blue Marlin Advisors, LLC
Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.
Serge B
Series 65
West Palm Beach, FL
Blue Marlin Advisors, LLC
Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.
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