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).

Current Firm Details
5706 Grove Avenue, Suite 202, Richmond, VA 23226
http://www.blueedgecap.com
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 Bowles, financial advisor Richmond VA
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 Clarkson, financial advisor Richmond VA
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 Fretz, financial advisor Richmond VA
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 Reid, financial advisor Richmond VA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals