BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

Legal name: BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC

CRD 333059File 801-131918

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$301.4M

Below cohort median (national)

Discretionary AUM

Non-discretionary $301.4M

Clients

33 accounts

Employees

Below cohort median in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Feb 21, 2025
Principal office: 180 N UNIVERSITY AVE, SUITE 250, PROVO, UT, 84601
Phone: 801-932-0311
Website: https://bdc-ia.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $301.4M
Discretionary AUM: $0
Non-discretionary AUM: $301.4M
Discretionary accounts: 0
Non-discretionary accounts: 33
Total accounts: 33
AUM per client: $30.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$50K
High net worth individuals	Fewer than 5	$211.0M
Pooled investment vehicles	10	$81.4M
Individuals (other than high net worth individuals)	Fewer than 5	$9.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

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.