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BLUE EDGE CAPITAL, LLC
CRD 155613File 801-77861
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$765.1M
Above cohort median (national)
Discretionary AUM
$754.1M
Non-discretionary $11.0M
Clients
172
420 accounts
Employees
5
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 16, 2013
- Principal office
- 5706 GROVE AVENUE, SUITE 202, RICHMOND, VA, 23226
- Phone
- 804-673-7401
- Website
- HTTP://WWW.BLUEEDGECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $765.1M
- Discretionary AUM
- $754.1M
- Non-discretionary AUM
- $11.0M
- Discretionary accounts
- 417
- Non-discretionary accounts
- 3
- Total accounts
- 420
- AUM per client
- $4.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Charitable organizations | 19 | $116.0M |
| High net worth individuals | 104 | $615.4M |
| Pension and profit sharing plans | 5 | $12.8M |
| Individuals (other than high net worth individuals) | 43 | $19.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 11This 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.