# Blue Capital

> Blue Capital is an SEC-registered investment advisory firm in Omaha, NE, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 304083
- Filed as: BLUE CAPITAL
- Legal name: Blue Capital, Inc.
- Also doing business as: BERSTLER GROUP, BK FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304083
- AdvisorCensus page: https://advisorcensus.com/firm/blue-capital-omaha-ne-304083

## Quick answers

**How is Blue Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blue Capital located?**
Blue Capital's principal office is in Omaha, NE, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Blue Capital registered with the SEC or a state?**
Blue Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304083.

**How much does Blue Capital manage?**
Blue Capital reports $200,818,353 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Blue Capital's assets and staff changed since 2021?**
In the Form ADV data for Blue Capital: Regulatory assets under management: $121,000,000 in the October 2021 data and $200,818,353 in the October 2026 data, up 66%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (391); high net worth individuals (52).

**Which custodians does Blue Capital use?**
Blue Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304083

**Does Blue Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "BCI offers investment advisory services to individuals. There is no minimum account size to open and maintain an advisory account."

**What changed in Blue Capital's recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in Lincoln, NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> BCI offers investment advisory services to individuals. There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $200,818,353
- Discretionary: $200,818,353
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 391 | $97,130,402 |
| High net worth individuals | 52 | $103,687,951 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IA, MO, NE, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Elkhorn, NE
- Lincoln, NE

### Websites listed on Form ADV (Item 1.I)
- berstlergroup.com
- bluecapitalwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,000,000 | 7 | August 6, 2021 |
| October 2022 | $133,324,633 | 7 | April 5, 2022 |
| October 2023 | $171,348,649 | 7 | March 31, 2023 |
| October 2024 | $188,294,816 | 7 | July 17, 2024 |
| October 2025 | $208,782,235 | 7 | March 25, 2025 |
| October 2026 | $200,818,353 | 7 | March 19, 2026 |

Regulatory assets under management: $121,000,000 in the October 2021 data and $200,818,353 in the October 2026 data, up 66%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Lincoln, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Capital (CRD 304083): Form ADV filing data as of October 2026.