AdvisorCensus / Financial advisors / Colorado / Denver / Blue Heron Capital
Blue Heron Capital
Filed as BLUE HERON CAPITAL · Legal name BHC Wealth Management, LLC
Blue Heron Capital is an SEC-registered investment advisory firm in Englewood, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Blue Heron Capital compensated?
On its Form ADV (Item 5.E, October 2026), Blue Heron Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Blue Heron Capital charge?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states); Hourly rate: $350 to $500 an hour (hourly financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Blue Heron Capital located?
Blue Heron Capital's principal office is in Englewood, CO, according to its Form ADV.
Is Blue Heron Capital registered with the SEC or a state?
Blue Heron Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339475.
How much does Blue Heron Capital manage?
Blue Heron Capital reports $102,210,253 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
What types of clients does Blue Heron Capital serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (80).
Which custodians does Blue Heron Capital use?
Blue Heron Capital'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 Heron Capital 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/339475
Does Blue Heron Capital state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."
What changed in Blue Heron Capital's recent Form ADV filings?
In the February 2026 filing data: Newly registered with the SEC. Added the business name Blue Heron Capital. Added the business name Yourmoneyyourretirement. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.75% of assets a year (the maximum the brochure states)
The brochure's wording
The Firm’s annual fees will not exceed 1. 75%.
Although the Firm has established a maximum annual fee as stated above, we retain the discretion to negotiate alternative fees on a Client-by-Client basis.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We impose a $250,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.
Hourly rate: $350 to $500 an hour (hourly financial planning fees)
The brochure's wording
Hourly financial planning fees range from $350-$500/hour.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$102,210,253 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- BHC Wealth Management, LLC
- Also doing business as
- BLUE HERON CAPITAL, YOURMONEYYOURRETIREMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 8. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Newly registered with the SEC.
- Added the business name Blue Heron Capital.
- Added the business name Yourmoneyyourretirement.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Heron Capital (CRD 339475): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475