Blue Edge Capital, LLC

Blue Edge Capital, LLC (CRD# 155613) is a financial advisory firm headquartered in Richmond, VA. They manage $555,548,826 in 300 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $1,851,829
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NY, TX, VA

Financial Advisors at Blue Edge Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Peter H. Bowles
CRD#: 2322509
5706 Grove Avenue, Suite 202, Richmond, VA 23226

Peter Bowles (CRD# 2322509) is an Investment Advisor Representative working at Blue Edge Capital, LLC in Richmond, VA and has over 20 years of experience in the finance industry.

2
Macon H. Clarkson
CRD#: 4695585
5706 Grove Avenue, Suite 202, Richmond, VA 23226

Macon Clarkson (CRD# 4695585) is an Investment Advisor Representative working at Blue Edge Capital, LLC in Richmond, VA and has over 8 years of experience in the finance industry.

3
Margaret P. Fretz
CRD#: 2380637
5706 Grove Avenue, Suite 202, Richmond, VA 23226

Margaret Fretz (CRD# 2380637) is an Investment Advisor Representative working at Blue Edge Capital, LLC in Richmond, VA and has over 27 years of experience in the finance industry.

4
Marshall B. Reid
CRD#: 2214855
5706 Grove Avenue, Suite 202, Richmond, VA 23226

Marshall Reid (CRD# 2214855) is an Investment Advisor Representative working at Blue Edge Capital, LLC in Richmond, VA and has over 30 years of experience in the finance industry.

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