BLUEVINE ADVISORY LLC

CRD 326599File 801-128028

APPROVED

Filing as of Jun 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.9M

Bottom 25% of cohort (national)

Discretionary AUM

$8.9M

Clients

298

298 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 30, 2023
Principal office: 30 MONTGOMERY STREET, SUITE 1400, JERSEY CITY, NJ, 07302
Phone: 1-800-216-9619
Website: HTTPS://WWW.BLUEVINE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.9M
Discretionary AUM: $8.9M
Non-discretionary AUM: $0
Discretionary accounts: 298
Non-discretionary accounts: 0
Total accounts: 298
AUM per client: $30K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	289	$8.4M
Insurance companies	9	$520K

Compensation & activities

ADV Items 5E, 5G

Compensation

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 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.