# Blue Jean Financial LLC

> Blue Jean Financial LLC is an SEC-registered investment advisory firm in Albany, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 331138
- Filed as: BLUE JEAN FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331138
- AdvisorCensus page: https://advisorcensus.com/firm/blue-jean-financial-llc-albany-ny-331138

## Quick answers

**How is Blue Jean Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Jean Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Blue Jean Financial LLC charge?**
Its Form ADV Part 2A brochure dated May 21, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Flat fee: $900 to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Jean Financial LLC located?**
Blue Jean Financial LLC's principal office is in Albany, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Blue Jean Financial LLC registered with the SEC or a state?**
Blue Jean Financial LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331138.

**How much does Blue Jean Financial LLC manage?**
Blue Jean Financial LLC reports $133,349,793 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Blue Jean Financial LLC's assets and staff changed since 2024?**
In the Form ADV data for Blue Jean Financial LLC: Regulatory assets under management: $0 in the October 2024 data and $133,349,793 in the October 2026 data. Total employees: 12 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Jean Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (29).

**Which custodians does Blue Jean Financial LLC use?**
Blue Jean Financial 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 Jean Financial 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/331138

**Does Blue Jean Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 21, 2026 says: "BJF generally does not impose a minimum relationship size."

**What changed in Blue Jean Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in LA, VA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> BJF generally does not impose a minimum relationship size.

- Flat fee: $900 to $50,000 (financial planning services)

> BJF offers financial planning services for a fixed engagement fee ranging from $900 to $50,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $133,349,793
- Discretionary: $133,349,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $80,920,003 |
| High net worth individuals | 29 | $52,330,050 |
| Charitable organizations | Fewer than 5 | $99,740 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, LA, MA, MN, NC, NH, NY, OK, PA, SC, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Marstons Mills, MA

### Websites listed on Form ADV (Item 1.I)
- bluejeanfinancial.com
- Facebook facebook.com
- Instagram @blue_jean_financial
- LinkedIn @bluejeanfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 12 | September 30, 2024 |
| October 2025 | $94,731,737 | 12 | June 20, 2025 |
| October 2026 | $133,349,793 | 14 | May 21, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $133,349,793 in the October 2026 data.
Total employees: 12 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in LA, VA.

### March 2026
- Regulatory assets under management went from $94,731,737 to $133,349,793 (+41%).

### February 2026
- No longer lists an office in Warnerville, NY.
- Registered or notice-filed in OK.

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Jean Financial LLC (CRD 331138): Form ADV filing data as of October 2026.