Data / Investment advisers / Maryland / Bluestone® Financial Advisors, LLC
Bluestone® Financial Advisors, LLC, Bethesda, MD: $207 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bluestone® Financial Advisors, LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $207 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 146946
- SEC file number
- 801-124948
- SEC status
- Approved, effective May 4, 2022
- Legal name
- Bluestone Financial Advisors, LLC
- Main office
- 7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814
- Phone
- (301) 841-0203
- Website
- bfa-llc.com
- Regulatory AUM
- $207,283,310 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $189,997,735
- Non discretionary AUM
- $17,285,575
- Accounts
- 137
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 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 | 50 | $196.8 million |
| Charitable organizations | Fewer than 5 | $10.5 million |
| Corporations or other businesses | Fewer than 5 | $135 |
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 |
|---|---|---|
| March 2, 2026 | $207.3 million | February 13, 2026 |
| December 1, 2025 | $176.5 million | June 10, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bull Harbor Capital LLC. | Bethesda | $354.8 million | Not listed | adviserinfo.sec.gov |
| Fvlcrum Partners, LLC | Bethesda | $328.8 million | 3 | adviserinfo.sec.gov |
| Councilor Wealth LLC | Bethesda | $316.9 million | Not listed | adviserinfo.sec.gov |
| Thinagee Investments Inc. | Bethesda | $265.4 million | Not listed | adviserinfo.sec.gov |
| Promethium | Bethesda | $235.3 million | Not listed | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8 million | Not listed | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | $195.9 million | Not listed | adviserinfo.sec.gov |
| Global Environment Fund | Bethesda | $116 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Bluestone® Financial Advisors, LLC 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.