Sapphire Blue Investment Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$187,291,913
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
376
18% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
376
Very HighAverage account size
$498,117
About
Sapphire Blue Investment Partners, Inc. provides discretionary and non‑discretionary comprehensive portfolio management, retirement plan consulting (including plan‑level advice and participant education), and selection of third‑party money managers for individuals, high‑net‑worth clients, employee benefit plans, and business entities. The firm reports approximately $199.97 million in discretionary assets under management and serves 376 clients.
SBIP customizes investment strategies and continuously monitors and rebalances portfolios, advising across ETFs, mutual funds, stocks, bonds, unit investment trusts and, where appropriate, digital assets. Its stated methods of analysis include charting and technical analysis, fundamental and cyclical analysis, and it may employ both long‑ and short‑term trading strategies and, occasionally, leverage, options or short sales as suitability dictates.
The firm’s structure is notable: it operates under a physician‑oriented dba and maintains affiliated businesses (aviation, saddlebred/equestrian services, and recruiting), and its advisory personnel are also registered representatives of a broker‑dealer and licensed insurance agents — arrangements the brochure discloses can give rise to commission, shared‑fee, and referral conflicts of interest. SBIP’s single‑advisor model with a high client count (376 clients per advisor) and its explicit willingness to advise on digital assets are atypical features compared with many peers and are disclosed in the firm’s brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Advisory consulting for retirement plans
Occupation focus
Doctor or Medical Professional
Fee options
Retirement plan consulting fees typically range from $250 to $5,000, negotiated case-by-case
Up to 2.5% annually, negotiable based on portfolio complexity
Commissions earned by registered representatives for securities sales and insurance commissions; separate from advisory fees
Main office location
Sapphire Blue Investment Partners
12272 N. Fenton Road,, Suite 7
Fenton MI 48430, United States
Number of offices
1
Most active in
Sapphire Blue Investment Partners has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Illinois · Kentucky · Michigan · North Carolina · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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