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BLUE CHIP PARTNERS, LLC
CRD 132437File 801-64705
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.86B
Non-discretionary $18.1M
Clients
1,007
3,207 accounts
Employees
34
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 30, 2005
- Principal office
- 38505 COUNTRY CLUB DRIVE, SUITE 150, FARMINGTON HILLS, MI, 48331
- Phone
- 248-848-1111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.86B
- Non-discretionary AUM
- $18.1M
- Discretionary accounts
- 3,156
- Non-discretionary accounts
- 51
- Total accounts
- 3,207
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| Charitable organizations | Fewer than 5 | $11.3M |
| High net worth individuals | 522 | $1.68B |
| Pension and profit sharing plans | Fewer than 5 | $6.6M |
| Individuals (other than high net worth individuals) | 479 | $178.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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
- 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 | Employees | 33 | 34 | increased by1 |
| Apr 1, 2026 | Clients | 908 | 1,007 | increased by99 |
| Apr 1, 2026 | AUM | $1,536,658,642 | $1,877,185,870 | increased by$340,527,228 |
| Apr 1, 2026 | Accounts | 2,827 | 3,207 | increased by380 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 33 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 671 | 908 | increased by237 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,098,780,505 | $1,536,658,642 | increased by$437,878,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,019 | 2,827 | increased by808 |
| Apr 1, 2022 | Employees | 15 | 26 | increased by11 |
| Apr 1, 2022 | Clients | 527 | 671 | increased by144 |
| Apr 1, 2022 | AUM | $862,031,950 | $1,098,780,505 | increased by$236,748,555 |
| Apr 1, 2022 | Accounts | 1,598 | 2,019 | increased by421 |
| 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 CHIP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE CHIP” 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.