# Blue Marlin Advisors, LLC

> Blue Marlin Advisors, LLC is a state-registered investment advisory firm in West Palm Beach, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 305906
- Filed as: BLUE MARLIN ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305906
- AdvisorCensus page: https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906

## Quick answers

**How is Blue Marlin Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Marlin Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Marlin Advisors, LLC located?**
Blue Marlin Advisors, LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Blue Marlin Advisors, LLC registered with the SEC or a state?**
Blue Marlin Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305906.

**How much does Blue Marlin Advisors, LLC manage?**
Blue Marlin Advisors, LLC reports $5,700,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Blue Marlin Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Blue Marlin Advisors, LLC report any disciplinary disclosures?**
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/305906

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,700,000
- Discretionary: $5,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $5,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluemarlinadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Marlin Advisors, LLC (CRD 305906): Form ADV filing data as of October 2026.