# Blue Curve Advisory, LLC

> 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.

- CRD: 333724
- Filed as: BLUE CURVE ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333724
- AdvisorCensus page: https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724

## Quick answers

**How is Blue Curve Advisory, LLC compensated?**
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).

**How much does Blue Curve Advisory, LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $1,000 to $5,000 (initial financial planning fee); Flat fee: $500 to $3,000 (tax preparation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Curve Advisory, LLC located?**
Blue Curve Advisory, LLC's principal office is in Towson, MD, according to its Form ADV.

**Is Blue Curve Advisory, LLC registered with the SEC or a state?**
Blue Curve Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333724.

**How much does Blue Curve Advisory, LLC manage?**
Blue Curve Advisory, LLC reports $125,169,386 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Blue Curve Advisory, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Blue Curve Advisory, LLC serve?**
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).

**Which custodians does Blue Curve Advisory, LLC use?**
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.

**Does Blue Curve Advisory, 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/333724

**Does Blue Curve Advisory, LLC state an account minimum?**
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."

**What changed in Blue Curve Advisory, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> We require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $1,000 to $5,000 (initial financial planning fee)

> Our one-time initial fee is negotiable and ranges from $1,000 to $5,000 depending upon the complexity and scope of the plan, your financial situation, and your objectives.

- Flat fee: $500 to $3,000 (tax preparation services)

> We charge a fixed fee range of $500 to $3,000 for tax preparation services.

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: $125,169,386
- Discretionary: $125,169,386
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $51,187,272 |
| High net worth individuals | 68 | $73,821,484 |
| Corporations or other businesses not listed above | 2 | $160,630 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluecurveadvisory.com
- Facebook @p
- LinkedIn @blue-curve-advisory
- LinkedIn @thomas-webbert-893803ba
- YouTube @UCcvLM0Sd_cQxgwVJtLPiPjQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,195,267 | 5 | May 15, 2025 |
| October 2026 | $125,169,386 | 8 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 8.
- Regulatory assets under management went from $103,195,267 to $125,169,386 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Curve Advisory, LLC (CRD 333724): Form ADV filing data as of October 2026.