# Blue Marble Investments

> Blue Marble Investments is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 141354
- Filed as: BLUE MARBLE INVESTMENTS
- Legal name: Blue Marble Investments, LLC
- Also doing business as: EARTHFOLIO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141354
- AdvisorCensus page: https://advisorcensus.com/firm/blue-marble-investments-santa-barbara-ca-141354

## Quick answers

**How is Blue Marble Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Marble Investments reports these compensation arrangements: a percentage of assets under its management.

**Where is Blue Marble Investments located?**
Blue Marble Investments' principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Blue Marble Investments registered with the SEC or a state?**
Blue Marble Investments is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 141354.

**How much does Blue Marble Investments manage?**
Blue Marble Investments reports $205,057,533 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Blue Marble Investments' assets and staff changed since 2021?**
In the Form ADV data for Blue Marble Investments: Regulatory assets under management: $111,522,192 in the October 2021 data and $205,057,533 in the October 2026 data, up 84%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Marble Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (188); high net worth individuals (50); charitable organizations (4).

**Which custodians does Blue Marble Investments use?**
Blue Marble Investments' 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 Marble Investments 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/141354

**What changed in Blue Marble Investments' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in DC, GA, IN, ME, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $205,057,533
- Discretionary: $205,057,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $50,064,176 |
| High net worth individuals | 50 | $136,058,210 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $17,738,495 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,196,652 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DC, GA, IL, IN, MA, MD, ME, NC, NY, OR, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluemarble.com
- earthfolio.net
- Facebook @BLUEMARBLEINV
- Facebook @EARTHFOLIO
- LinkedIn @BLUE-MARBLE-INVESTMENTS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,522,192 | 3 | March 30, 2021 |
| October 2022 | $134,501,416 | 3 | August 15, 2022 |
| October 2023 | $123,471,766 | 3 | September 15, 2023 |
| October 2024 | $146,222,129 | 3 | May 28, 2024 |
| October 2025 | $181,448,959 | 3 | March 20, 2025 |
| October 2026 | $205,057,533 | 3 | May 7, 2026 |

Regulatory assets under management: $111,522,192 in the October 2021 data and $205,057,533 in the October 2026 data, up 84%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in DC, GA, IN, ME, NC.

### January 2026
- No longer registered or notice-filed in LA, ME, NC, NH, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Marble Investments (CRD 141354): Form ADV filing data as of October 2026.