# Blue Chip Partners, LLC

> Blue Chip Partners, LLC is an SEC-registered investment advisory firm in Farmington Hills, MI, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 132437
- Filed as: BLUE CHIP PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Farmington Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132437
- AdvisorCensus page: https://advisorcensus.com/firm/blue-chip-partners-llc-farmington-hills-mi-132437

## Quick answers

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

**Where is Blue Chip Partners, LLC located?**
Blue Chip Partners, LLC's principal office is in Farmington Hills, MI, according to its Form ADV.

**Is Blue Chip Partners, LLC registered with the SEC or a state?**
Blue Chip Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 132437.

**How much does Blue Chip Partners, LLC manage?**
Blue Chip Partners, LLC reports $1,877,185,870 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Blue Chip Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Chip Partners, LLC: Regulatory assets under management: $862,031,950 in the October 2021 data and $1,877,185,870 in the October 2026 data, up 118%. Total employees: 15 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Chip Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (522); individuals (other than high net worth individuals) (479); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

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

**Does Blue Chip Partners, LLC 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/132437

**What changed in Blue Chip Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 18. Regulatory assets under management went from $1,536,658,642 to $1,877,185,870 (+22%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, 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: $1,877,185,870
- Discretionary: $1,859,117,798
- Non-discretionary: $18,068,072

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 479 | $178,758,192 |
| High net worth individuals | 522 | $1,678,308,798 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,577,468 |
| Charitable organizations | 2 | $11,310,299 |
| Corporations or other businesses not listed above | 2 | $2,231,113 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 34 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, KY, LA, MA, MI, NC, NY, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluechipnow.libsyn.com/SITE
- bluechippartners.com
- Facebook @BLUECHIPPARTNERSLLC
- LinkedIn @BLUE-CHIP-PARTNERS
- TikTok @bluechippartners
- X @BlueChipPartner
- YouTube @BLUECHIPFM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $862,031,950 | 15 | August 31, 2021 |
| October 2022 | $1,098,780,505 | 26 | March 30, 2022 |
| October 2023 | $1,052,006,620 | 25 | April 17, 2023 |
| October 2024 | $1,279,740,797 | 28 | September 25, 2024 |
| October 2025 | $1,536,658,642 | 33 | May 22, 2025 |
| October 2026 | $1,877,185,870 | 34 | March 31, 2026 |

Regulatory assets under management: $862,031,950 in the October 2021 data and $1,877,185,870 in the October 2026 data, up 118%.
Total employees: 15 in October 2021 and 34 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 18.
- Regulatory assets under management went from $1,536,658,642 to $1,877,185,870 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Chip Partners, LLC (CRD 132437): Form ADV filing data as of October 2026.