{
  "crd_number": 296467,
  "slug": "blue-jay-financial-group-llc-defiance-oh-296467",
  "primary_business_name": "BLUE JAY FINANCIAL GROUP, LLC",
  "legal_name": "BLUE JAY FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Defiance",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19580",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 113455676.0,
  "raum_discretionary": 112646619.0,
  "raum_non_discretionary": 809057.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 70215996.0,
      "count": 260
    },
    "pension_profit_sharing": {
      "raum": 996526.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 42243154.0,
      "count": 23
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "MI",
    "OH",
    "TX"
  ],
  "websites": [
    "https://bluejayfg.com",
    "https://facebook.com/BLUEJAYFG",
    "https://linkedin.com/COMPANY/BLUE-JAY-FINANCIAL-GROUP",
    "https://twitter.com/BLUEJAYFG",
    "https://youtube.com/CHANNEL/UC5QZKUPWWIX-CK2E5_SNYRW"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296467",
  "city_as_filed": "DEFIANCE",
  "url": "https://advisorcensus.com/firm/blue-jay-financial-group-llc-defiance-oh-296467",
  "display_name": "Blue JAY Financial Group, LLC",
  "summary": "Blue JAY Financial Group, LLC is an SEC-registered investment advisory firm in Defiance, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Blue JAY Financial Group, LLC (CRD 296467): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Blue JAY Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue JAY Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Blue JAY Financial Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $250 to $15,000 (financial plans); Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid…); Flat fee: $250 to $50,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Blue JAY Financial Group, LLC located?",
      "a": "Blue JAY Financial Group, LLC's principal office is in Defiance, OH, according to its Form ADV."
    },
    {
      "q": "Is Blue JAY Financial Group, LLC registered with the SEC or a state?",
      "a": "Blue JAY Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 296467."
    },
    {
      "q": "How much does Blue JAY Financial Group, LLC manage?",
      "a": "Blue JAY Financial Group, LLC reports $113,455,676 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Blue JAY Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (260); high net worth individuals (23); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Blue JAY Financial Group, LLC use?",
      "a": "Blue JAY Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blue JAY Financial Group, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/296467"
    },
    {
      "q": "Does Blue JAY Financial Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"We have no minimum initial account value.\""
    },
    {
      "q": "What changed in Blue JAY Financial Group, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(4)). Registered or notice-filed in TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(4)).",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Its Item 11 disclosure answers changed."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Its Item 11 disclosure answers changed (now yes: 11.D(4); now no: 11.C(4)).",
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in IN."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250 to $15,000 (financial plans)",
      "Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid…)",
      "Flat fee: $250 to $50,000 (consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We have no minimum initial account value."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $15,000 (financial plans)"
        ],
        "quotes": [
          "Fixed fees for financial plans range from $250 to $15,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid…)"
        ],
        "quotes": [
          "Services provided up to date of termination but not yet paid to Blue Jay Financial Group, LLC will be billed to you based on the hourly rate of $250.00."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $50,000 (consulting services)"
        ],
        "quotes": [
          "Fixed fees for consulting services range from $250 to $50,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial plans"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Services provided up to date of termination but not yet paid to Blue Jay Financial Group, LLC"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "We have no minimum initial account value.",
      "Fixed fees for financial plans range from $250 to $15,000.",
      "Services provided up to date of termination but not yet paid to Blue Jay Financial Group, LLC will be billed to you based on the hourly rate of $250.00.",
      "Fixed fees for consulting services range from $250 to $50,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/blue-jay-financial-group-llc-defiance-oh-296467.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 260,
      "fewer_than_5": false,
      "raum": 70215996.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 42243154.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 996526.0
    }
  ],
  "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/296467",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}