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BLUE JAY FINANCIAL GROUP, LLC
CRD 296467File 801-134428
APPROVED
Retail clients
Custody
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$113.5M
Bottom 25% of cohort (national)
Discretionary AUM
$112.6M
Non-discretionary $809K
Clients
303
676 accounts
Employees
9
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 11, 2025
- Principal office
- 509 FOURTH STREET, DEFIANCE, OH, 43512
- Phone
- 419-785-4525
- Website
- HTTPS://WWW.BLUEJAYFG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.5M
- Discretionary AUM
- $112.6M
- Non-discretionary AUM
- $809K
- Discretionary accounts
- 670
- Non-discretionary accounts
- 6
- Total accounts
- 676
- AUM per client
- $374K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $42.2M |
| Pension and profit sharing plans | 20 | $997K |
| Individuals (other than high net worth individuals) | 260 | $70.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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
- 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 284 | 303 | increased by19 |
| Apr 1, 2026 | AUM | $107,137,856 | $113,455,676 | increased by$6,317,820 |
| Apr 1, 2026 | Accounts | 723 | 676 | decreased by47 |
| Feb 1, 2026 | Employees | 7 | 9 | increased by2 |
| Jan 1, 2026 | 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 JAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE JAY” 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.