Bluestone Capital Management, LLC

Bluestone Capital Management, LLC (CRD# 157841) is a financial advisory firm headquartered in Wayne, PA. They manage $224,735,701 in 253 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $888,283
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA

Financial Advisors at Bluestone Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard I. Farr
CRD#: 2659178
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003

Richard Farr (CRD# 2659178) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 23 years of experience in the finance industry.

2
James McGovern
CRD#: 4415768
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003

James McGovern (CRD# 4415768) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 12 years of experience in the finance industry.

3
Brian C. Shevland
CRD#: 4570496
37 West Ave, Suite 301, Wayne, PA 19087

Brian Shevland (CRD# 4570496) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 21 years of experience in the finance industry.

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