BLUESTONE® FINANCIAL ADVISORS, LLC

Legal name: BLUESTONE FINANCIAL ADVISORS, LLC

CRD 146946File 801-124948

APPROVED

Retail clients

Filing as of Feb 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$207.3M

Below cohort median (national)

Discretionary AUM

$190.0M

Non-discretionary $17.3M

Clients

137 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 4, 2022
Principal office: 7910 WOODMONT AVENUE, SUITE 1350, BETHESDA, MD, 20814
Phone: (301) 841-0203
Website: https://www.bfa-llc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $207.3M
Discretionary AUM: $190.0M
Non-discretionary AUM: $17.3M
Discretionary accounts: 120
Non-discretionary accounts: 17
Total accounts: 137
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$135
Charitable organizations	Fewer than 5	$10.5M
High net worth individuals	50	$196.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Financial planning services
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.