AdvisorCensus / Financial advisors / Colorado / Denver / Blue Room Investment Advisors
Blue Room Investment Advisors
Filed as BLUE ROOM INVESTMENT ADVISORS · Legal name Blue Room Investment Advisors LLC
Blue Room Investment Advisors is a state-registered investment advisory firm in Denver, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.
Quick answers
From the filingHow is Blue Room Investment Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Blue Room Investment Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Blue Room Investment Advisors located?
Blue Room Investment Advisors' principal office is in Denver, CO, according to its Form ADV.
Is Blue Room Investment Advisors registered with the SEC or a state?
Blue Room Investment Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 320891.
How much does Blue Room Investment Advisors manage?
Blue Room Investment Advisors reports $12,418,284 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).
What types of clients does Blue Room Investment Advisors serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Blue Room Investment Advisors 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/320891
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$12,418,284 as of October 2026, filing dated June 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Blue Room Investment Advisors LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $12,418,284 | 4 | June 23, 2026 |
| October 2023 | Not reported | Not reported | May 31, 2023 |
| October 2022 | Not reported | Not reported | May 4, 2022 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Room Investment Advisors (CRD 320891): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-room-investment-advisors-denver-co-320891