BETHESDA, MDCRD 146946Latest ADV February 13, 2026
Bluestone? Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD.
Assets Under Management
$207M
Employees
3
Offices
2 offices
Total Clients
50
Primary office
BETHESDA, MD
7910 WOODMONT AVENUE, SUITE 1350, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
50
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of February 13, 2026
Discretionary91.7%
$190M
92% of total RAUM91.7%
Non-discretionary8.3%
$17M
8% of total RAUM8.3%
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$207M
Total Accounts137
10Y AUM Change+$92M (+80.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* 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.