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BLUE FIN CAPITAL, INC.
CRD 108451File 801-56127
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$755.9M
Above cohort median (national)
Discretionary AUM
$755.9M
Clients
683
689 accounts
Employees
4
Above cohort median in RI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 23, 1998
- Principal office
- 91 MAIN STREET, SUITE 118, WARREN, RI, 02885
- Phone
- 401-454-0772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $755.9M
- Discretionary AUM
- $755.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 689
- Non-discretionary accounts
- 0
- Total accounts
- 689
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $14.9M |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 402 | $669.8M |
| Pension and profit sharing plans | Fewer than 5 | $12.7M |
| Individuals (other than high net worth individuals) | 266 | $56.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 418 | 683 | increased by265 |
| Apr 1, 2026 | AUM | $650,645,952 | $755,923,825 | increased by$105,277,873 |
| Apr 1, 2026 | Accounts | 651 | 689 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 361 | 418 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $402,991,928 | $650,645,952 | increased by$247,654,024 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 317 | 651 | increased by334 |
| Apr 1, 2022 | Clients | 317 | 361 | increased by44 |
| Apr 1, 2022 | AUM | $353,881,986 | $402,991,928 | increased by$49,109,942 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUE FIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE FIN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.