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BLUE CHIP FINANCIAL ADVISORS, LLC
CRD 119510File 801-137054
APPROVED
Retail clients
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $104.1M
Clients
178
342 accounts
Employees
5
Bottom 25% of cohort in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 14, 2026
- Principal office
- 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915
- Phone
- 401-435-4239
- Website
- HTTP://WWW.BCFA.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $104.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 342
- Total accounts
- 342
- AUM per client
- $585K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $59.9M |
| Individuals (other than high net worth individuals) | 153 | $44.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Registration | — | APPROVED |
| Aug 17, 2026 | Aum | — | 104069000 |
| Aug 17, 2026 | Clients | — | 178 |
| Aug 17, 2026 | Accounts | — | 342 |
| Aug 17, 2026 | Employees | — | 5 |
| Aug 17, 2026 | Custody | — | false |
| Aug 17, 2026 | Disclosures | — | false |
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.