{ "crd_number": 333724, "slug": "blue-curve-advisory-llc-towson-md-333724", "primary_business_name": "BLUE CURVE ADVISORY, LLC", "legal_name": "BLUE CURVE ADVISORY, LLC", "dbas": [], "city": "Towson", "state": "MD", "country": "United States", "cbsa_code": "12580", "metro": { "cbsa_code": "12580", "common_name": "Baltimore", "msa_name": "Baltimore-Columbia-Towson, MD", "path": "/advisors/md/baltimore" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-01-15", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-11", "carried_forward": false, "raum_total": 125169386.0, "raum_discretionary": 125169386.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 8, "advisory_employees": 8, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 51187272.0, "count": 221 }, "high_net_worth_individuals": { "raum": 73821484.0, "count": 68 }, "corporations_other_businesses": { "raum": 160630.0, "count": 2, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "MD" ], "websites": [ "https://bluecurveadvisory.com", "https://facebook.com/p/Blue-Curve-Advisory-61566418843228", "https://linkedin.com/company/blue-curve-advisory", "https://linkedin.com/in/thomas-webbert-893803ba", "https://youtube.com/channel/UCcvLM0Sd_cQxgwVJtLPiPjQ" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333724", "city_as_filed": "TOWSON", "url": "https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724", "display_name": "Blue Curve Advisory, LLC", "summary": "Blue Curve Advisory, LLC is an SEC-registered investment advisory firm in Towson, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.", "citation": "AdvisorCensus. Blue Curve Advisory, LLC (CRD 333724): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Blue Curve Advisory, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Blue Curve Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Blue Curve Advisory, LLC located?", "a": "Blue Curve Advisory, LLC's principal office is in Towson, MD, according to its Form ADV." }, { "q": "Is Blue Curve Advisory, LLC registered with the SEC or a state?", "a": "Blue Curve Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333724." }, { "q": "How much does Blue Curve Advisory, LLC manage?", "a": "Blue Curve Advisory, LLC reports $125,169,386 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)." }, { "q": "How have Blue Curve Advisory, LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for Blue Curve Advisory, LLC: Regulatory assets under management: $103,195,267 in the October 2025 data and $125,169,386 in the October 2026 data, up 21%. Total employees: 5 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Blue Curve Advisory, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (68); corporations or other businesses not listed above (2)." }, { "q": "Which custodians does Blue Curve Advisory, LLC use?", "a": "Blue Curve Advisory, LLC'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." }, { "q": "Does Blue Curve Advisory, LLC report any disciplinary disclosures?", "a": "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/333724" }, { "q": "Does Blue Curve Advisory, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\"" }, { "q": "What changed in Blue Curve Advisory, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 8. Regulatory assets under management went from $103,195,267 to $125,169,386 (+21%)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 103195267.0, "total_employees": 5, "filing_date": "2025-05-15" }, { "period": "2026-10-01", "regulatory_assets_under_management": 125169386.0, "total_employees": 8, "filing_date": "2026-03-11" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 1 to 8.", "Regulatory assets under management went from $103,195,267 to $125,169,386 (+21%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 11, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$25,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $25,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size." ] } ], "quotes": [ "We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 221, "fewer_than_5": false, "raum": 51187272.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 68, "fewer_than_5": false, "raum": 73821484.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 2, "fewer_than_5": true, "raum": 160630.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333724", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }