Data / Investment advisers / Utah / Blue Diamond Capital Investment Advisors
Blue Diamond Capital Investment Advisors, Provo, UT: $301 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Diamond Capital Investment Advisors is an SEC registered investment adviser with its main office in Provo, Utah and reports $301 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through hourly charges and fixed fees. It advises 10 private funds.
The request: Watch Blue Diamond Capital Investment Advisors (CRD number 333059): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 333059
- SEC file number
- 801-131918
- SEC status
- Approved, effective February 21, 2025
- Legal name
- Blue Diamond Capital Investment Advisors, LLC
- Main office
- 180 N University Ave Suite 250, Provo, UT 84601
- Phone
- (801) 932-0311
- Website
- bdc-ia.com
- Regulatory AUM
- $301,352,937 in the Form ADV filed March 31, 2026
- Non discretionary AUM
- $301,352,937
- Accounts
- 33
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- hourly charges, fixed fees
- Private funds
- 10: 9 private equity funds, 1 venture capital fund
- Gross assets of private funds
- $81,356,421
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $211 million |
| Pooled investment vehicles | 10 | $81.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $9 million |
| Charitable organizations | Fewer than 5 | $49,917 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $301.4 million | March 31, 2026 |
| December 1, 2025 | $322.8 million | June 11, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Slayton Lewis Inc | Salt Lake City | $334.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | Not listed | adviserinfo.sec.gov |
| Promontory Financial Planning, LLC | Farmington | $319 million | Not listed | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | $317.1 million | Not listed | adviserinfo.sec.gov |
| Keeler Thomas Management LLC | Orem | $305.5 million | Not listed | adviserinfo.sec.gov |
| Tencap Wealth Coaching | South Jordan | $285 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | $268.5 million | 29 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Blue Diamond Capital Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.