# Dhody Investment Group

> Dhody Investment Group is an SEC-registered investment advisory firm in Miami Beach, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 318610
- Filed as: DHODY INVESTMENT GROUP
- Legal name: Blue Investment Management, LLC
- Also doing business as: DHODY INVESTMENT GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318610
- AdvisorCensus page: https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610

## Quick answers

**How is Dhody Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Dhody Investment Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Dhody Investment Group located?**
Dhody Investment Group's principal office is in Miami Beach, FL, according to its Form ADV.

**Is Dhody Investment Group registered with the SEC or a state?**
Dhody Investment Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318610.

**How much does Dhody Investment Group manage?**
Dhody Investment Group reports $341,389,254 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Dhody Investment Group's assets and staff changed since 2022?**
In the Form ADV data for Dhody Investment Group: Regulatory assets under management: $142,388,417 in the October 2022 data and $341,389,254 in the October 2026 data, up 140%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dhody Investment Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22).

**Which custodians does Dhody Investment Group use?**
Dhody Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dhody Investment Group 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/318610

**Does Dhody Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "DIG generally does not impose a minimum relationship size but has designed its services to meet the needs of ultra-high net worth investors."

**What changed in Dhody Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $259,440,175 to $341,389,254 (+32%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> DIG generally does not impose a minimum relationship size but has designed its services to meet the needs of ultra-high net worth investors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $341,389,254
- Discretionary: $341,389,254
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $197,069 |
| High net worth individuals | 22 | $341,168,802 |
| Corporations or other businesses not listed above | Fewer than 5 | $23,383 |

### 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: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $142,388,417 | 3 | September 6, 2022 |
| October 2023 | $169,893,567 | 3 | March 24, 2023 |
| October 2024 | $230,758,966 | 3 | March 29, 2024 |
| October 2025 | $259,440,175 | 3 | March 31, 2025 |
| October 2026 | $341,389,254 | 4 | March 31, 2026 |

Regulatory assets under management: $142,388,417 in the October 2022 data and $341,389,254 in the October 2026 data, up 140%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $259,440,175 to $341,389,254 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dhody Investment Group (CRD 318610): Form ADV filing data as of October 2026.