{
  "crd_number": 300018,
  "slug": "blue-heron-capital-management-llc-richmond-va-300018",
  "primary_business_name": "BLUE HERON CAPITAL MANAGEMENT, LLC",
  "legal_name": "BLUE HERON CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Richmond",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40060",
  "metro": {
    "cbsa_code": "40060",
    "common_name": "Richmond",
    "msa_name": "Richmond, VA",
    "path": "/advisors/va/richmond"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2019-01-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://blueheroncap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300018",
  "city_as_filed": "RICHMOND",
  "url": "https://advisorcensus.com/firm/blue-heron-capital-management-llc-richmond-va-300018",
  "display_name": "Blue Heron Capital Management, LLC",
  "summary": "Blue Heron Capital Management, LLC is an exempt reporting adviser in Richmond, VA, filing reports since 2019. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Blue Heron Capital Management, LLC (CRD 300018): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Blue Heron Capital Management, LLC located?",
      "a": "Blue Heron Capital Management, LLC's principal office is in Richmond, VA, according to its Form ADV."
    },
    {
      "q": "How does Blue Heron Capital Management, LLC report to regulators?",
      "a": "Blue Heron Capital Management, LLC is an exempt reporting adviser, filing reports since 2019. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 300018."
    },
    {
      "q": "Does Blue Heron Capital Management, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300018"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blue-heron-capital-management-llc-richmond-va-300018.md",
  "clients": [],
  "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/300018",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}