# Blue Room Investment Advisors

> 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.

- CRD: 320891
- Filed as: BLUE ROOM INVESTMENT ADVISORS
- Legal name: Blue Room Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320891
- AdvisorCensus page: https://advisorcensus.com/firm/blue-room-investment-advisors-denver-co-320891

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $12,418,284
- Discretionary: $12,418,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $7,693,471 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,724,813 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueroominvesting.com
- vimeo.com/blueroominvesting
- Facebook facebook.com
- Instagram @blueroominvesting
- LinkedIn @blueroominvesting
- X @BlueRoomInvest
- YouTube @UCq8PmXEg-mI40HauDQSXHuQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | May 4, 2022 |
| October 2023 | Not reported | Not reported | May 31, 2023 |
| October 2026 | $12,418,284 | 4 | June 23, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Room Investment Advisors (CRD 320891): Form ADV filing data as of October 2026.