# JAY Blue Capital

> JAY Blue Capital is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 340035
- Filed as: JAY BLUE CAPITAL
- Legal name: JAY Blue Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340035
- AdvisorCensus page: https://advisorcensus.com/firm/jay-blue-capital-340035

## Quick answers

**How is JAY Blue Capital compensated?**
On its Form ADV (Item 5.E, October 2026), JAY Blue Capital 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 JAY Blue Capital registered with the SEC or a state?**
JAY Blue Capital is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340035.

**How much does JAY Blue Capital manage?**
JAY Blue Capital reports $2,499,371 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (96% discretionary).

**Does JAY Blue Capital 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/340035

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,499,371
- Discretionary: $2,388,433
- Non-discretionary: $110,938

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $534,326 |
| High net worth individuals | Fewer than 5 | $1,965,045 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI, VA
- 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. JAY Blue Capital (CRD 340035): Form ADV filing data as of October 2026.