Blue Fin Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Warren, RI. Its latest Form ADV filing, dated March 11, 2026, reports $756M in regulatory assets under management, 4 employees, and 689 accounts.
Assets Under Management
$756M
Employees
4
Offices
--
Total Clients
683
Primary office
WARREN, RI
91 MAIN STREET, SUITE 118, WARREN, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
402
2
Individuals
38.9%
266
3
Corporations
2.2%
15
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$756Mas of March 11, 2026
Discretionary100.0%
$756M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$756M
Total Accounts689
10Y AUM Change+$512M (+209.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee171:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.