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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 Aug 17, 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 |
|---|---|---|---|
| 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.