Blue Heron Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 20, 2026, reports $102M in regulatory assets under management, 8 employees, and 542 accounts.
Assets Under Management
$102M
Employees
8
Offices
--
Total Clients
205
Primary office
ENGLEWOOD, CO
2 INVERNESS DRIVE E., SUITE 106, ENGLEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.0% of total clients.
Top client categories% of clientsClients
1
Individuals
61.0%
125
2
HNWI
39.0%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 20, 2026
Discretionary100.0%
$102M
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.
Total AUM$102M
Total Accounts542
10Y AUM Change+$102M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee26:1
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.