# Blue Ridge Financial Services LLC

> Blue Ridge Financial Services LLC is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 155134
- Filed as: BLUE RIDGE FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155134
- AdvisorCensus page: https://advisorcensus.com/firm/blue-ridge-financial-services-llc-155134

## Quick answers

**How is Blue Ridge Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Ridge Financial Services LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blue Ridge Financial Services LLC registered with the SEC or a state?**
Blue Ridge Financial Services LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155134.

**How much does Blue Ridge Financial Services LLC manage?**
Blue Ridge Financial Services LLC reports $1,738,273 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Blue Ridge Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Blue Ridge Financial Services 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/155134

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,738,273
- Discretionary: $1,738,273
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,738,273 |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Ridge Financial Services LLC (CRD 155134): Form ADV filing data as of October 2026.