FARMINGTON HILLS, MICRD 132437Latest ADV March 31, 2026
Blue Chip Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington Hills, MI. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 34 employees, and 3,207 accounts.
Assets Under Management
$1.9B
Employees
34
Offices
--
Total Clients
1,007
Primary office
FARMINGTON HILLS, MI
38505 COUNTRY CLUB DRIVE, SUITE 150, FARMINGTON HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.8% of total clients.
Top client categories% of clientsClients
1
HNWI
51.8%
522
2
Individuals
47.6%
479
3
Pension Plans
0.2%
2
4
Charitable
0.2%
2
5
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary99.0%
$1.9B
99% of total RAUM99.0%
Non-discretionary1.0%
$18M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts3,207
10Y AUM Change+$1.5B (+401.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee30:1
10Y Employee Change+24 (+240.0%)
* 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.