Bluering Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The two-advisor firm manages roughly $14.9 million across 31 discretionary accounts.
The firm creates individualized Investor Profile Statements using a Risk Assessment Worksheet and generally acts with discretionary authority to implement portfolios. Its investment process is dynamic and combines fundamental, technical, and cyclical analysis, using intermediate- to long-term strategies while retaining the ability to employ short sales, margin, covered-options writing and stop-loss rules when appropriate.
BlueRing is unusual among similar supported firms in that its client base does not include high-net-worth individuals, focusing instead on non‑HNW individuals and small institutional accounts. Despite its small scale, the firm discloses the potential use of active trading tools, allows client-directed brokerage and block trading, and operates without wrap programs or performance-based fees.
Client services
Expertise
Fee options
1.50% - 2.25% Annual Fee
Fee-only: Fee-only portfolio management services
Main office
La Grangeville NY
Advisors at this office
2
Most active in
New York
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
James D
Series 63, Series 65
Lagrangeville, NY
Bluering Advisors, Inc
James Daly is a financial advisor with Bluering Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years. Bluering Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm focuses on non-high-net-worth individuals and small institutional accounts, using a dynamic investment process that combines fundamental, technical, and cyclical analysis and offers discretionary portfolio management.
James M
Series 63, Series 65
LaGrangeville, NY
Bluering Advisors, Inc
James McFadden is a financial advisor at BlueRing Advisors, Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has served as a compliance consultant at JADM Compliance Services Inc. since 2013. BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $14.9 million across 31 discretionary accounts, focusing primarily on non–high-net-worth individuals and small institutional clients through a dynamic investment process that combines fundamental, technical, and cyclical analysis.
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