Blue Jay Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Defiance, OH. Its latest Form ADV filing, dated March 26, 2026, reports $113M in regulatory assets under management, 9 employees, and 676 accounts.
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
260
2
HNWI
7.6%
23
3
Pension Plans
6.6%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 26, 2026
Discretionary99.3%
$113M
99% of total RAUM99.3%
Non-discretionary0.7%
$809K
1% of total RAUM0.7%
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.
Total AUM$113M
Total Accounts676
10Y AUM Change+$6M (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee34:1
10Y Employee Change+3 (+50.0%)
* 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.