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DHODY INVESTMENT GROUP
Legal name: BLUE INVESTMENT MANAGEMENT, LLC
CRD 318610File 801-123591
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$341.4M
Below cohort median (national)
Discretionary AUM
$341.4M
Clients
22
24 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 31, 2022
- Principal office
- 2340 COLLINS AVENUE, SUITE 604, MIAMI BEACH, FL, 33139
- Phone
- (305) 433-4250
- Website
- https://www.blueig.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $341.4M
- Discretionary AUM
- $341.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $15.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $23K |
| High net worth individuals | 22 | $341.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $197K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 29 | 22 | decreased by7 |
| Apr 1, 2026 | AUM | $259,440,175 | $341,389,254 | increased by$81,949,079 |
| Apr 1, 2026 | Accounts | 29 | 24 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $142,388,417 | $259,440,175 | increased by$117,051,758 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 29 | increased by19 |
| Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2022 | AUM | $0 | $142,388,417 | increased by$142,388,417 |
| Oct 1, 2022 | Accounts | 0 | 10 | increased by10 |
| Sep 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Aug 1, 2022 | Employees | 2 | 4 | increased by2 |
| Apr 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DHODY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DHODY INVESTMENT” 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.