# Blue Elm Advisors

> Blue Elm Advisors is a state-registered investment advisory firm in Holmes, NY, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 318686
- Filed as: BLUE ELM ADVISORS
- Legal name: Blue Elm Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Holmes, NY
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318686
- AdvisorCensus page: https://advisorcensus.com/firm/blue-elm-advisors-holmes-ny-318686

## Quick answers

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

**Where is Blue Elm Advisors located?**
Blue Elm Advisors' principal office is in Holmes, NY, according to its Form ADV.

**Is Blue Elm Advisors registered with the SEC or a state?**
Blue Elm Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318686.

**How much does Blue Elm Advisors manage?**
Blue Elm Advisors reports $5,622,993 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Blue Elm Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (1).

**Does Blue Elm Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318686

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,622,993
- Discretionary: $5,622,993
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,524,956 |
| High net worth individuals | 1 | $3,098,037 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueelmadvisors.com
- Facebook @Blue-Elm-Advisors-107577238708855
- LinkedIn @blue-elm-advisors
- LinkedIn @eric-mckean-7198a4153

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Elm Advisors (CRD 318686): Form ADV filing data as of October 2026.