# Blue Edge Capital, LLC

> Blue Edge Capital, LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 155613
- Filed as: BLUE EDGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155613
- AdvisorCensus page: https://advisorcensus.com/firm/blue-edge-capital-llc-richmond-va-155613

## Quick answers

**How is Blue Edge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Edge Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Edge Capital, LLC located?**
Blue Edge Capital, LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Blue Edge Capital, LLC registered with the SEC or a state?**
Blue Edge Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 155613.

**How much does Blue Edge Capital, LLC manage?**
Blue Edge Capital, LLC reports $765,120,402 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary).

**How have Blue Edge Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Edge Capital, LLC: Regulatory assets under management: $451,025,225 in the October 2021 data and $765,120,402 in the October 2026 data, up 70%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Edge Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (43); charitable organizations (19).

**Which custodians does Blue Edge Capital, LLC use?**
Blue Edge Capital, 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 Edge Capital, 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/155613

**What changed in Blue Edge Capital, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $692,701,513 to $765,120,402 (+10%).

## 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.

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: $765,120,402
- Discretionary: $754,108,693
- Non-discretionary: $11,011,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $19,784,485 |
| High net worth individuals | 104 | $615,444,248 |
| 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) | 5 | $12,771,221 |
| Charitable organizations | 19 | $115,985,711 |
| 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 | 1 | $1,134,737 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueedgecap.com
- LinkedIn @BLUE-EDGE-CAPITAL-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $451,025,225 | 5 | February 3, 2021 |
| October 2022 | $555,548,826 | 5 | March 25, 2022 |
| October 2023 | $529,940,474 | 5 | March 30, 2023 |
| October 2024 | $657,132,612 | 4 | March 28, 2024 |
| October 2025 | $692,701,513 | 5 | March 31, 2025 |
| October 2026 | $765,120,402 | 5 | April 1, 2026 |

Regulatory assets under management: $451,025,225 in the October 2021 data and $765,120,402 in the October 2026 data, up 70%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $692,701,513 to $765,120,402 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Edge Capital, LLC (CRD 155613): Form ADV filing data as of October 2026.