Von Blucher Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and project-based financial planning to individuals, high‑net‑worth individuals, charitable organizations, and businesses. Services cover ongoing discretionary portfolio management and a broad set of planning topics including business planning, employee benefits optimization, estate and tax planning, college savings, insurance review, and socially responsible investing.
Investment management is billed as a percentage of assets under management and typically uses a mix of passive and active vehicles—stocks, bonds, mutual funds, and ETFs—combined with tailored asset allocation. The firm’s research and trading approach blends fundamental analysis and Modern Portfolio Theory with technical methods (charting, cyclical analysis, momentum) and generally favors long‑term holdings while allowing short‑term opportunities when identified.
Notable operational details include that the adviser registered recently and reported zero assets under management and no client accounts as of the date disclosed, and it requires clients to establish accounts at a specified institutional custodian (Interactive Brokers), from which the firm receives certain technology and research benefits. The firm is organized as a fee‑only LLC with a single principal/Chief Compliance Officer and does not accept sales commissions or performance‑based fees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Account minimum: $10,000 Fee-only: Fixed fees ranging from $1,000 to $5,000 for project-based financial planning
Main office
1167 Massachusetts Avenue
Arlington MA 02476
Advisors at this office
1
Most active in
California · Massachusetts · South Dakota
Also doing business as
Tyr Securities LLC · Von Blucher Capital LLC
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
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