Investment adviser · CRD 119510
BLUE CHIP FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
EAST PROVIDENCE, RI, United States · Form ADV filed Aug 19, 2026
- Regulatory AUM
- $104M Form ADV · Item 5.F
- Client accounts
- 342 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 25 | $59,903,000 | 57.6% |
| Individuals | 153 | $44,166,000 | 42.4% |
Filing source
Form ADV 2126446 · Aug 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
34 HEMINGWAY DRIVEEAST PROVIDENCE, RI, 02915, United States
CRD 119510
Filing source
Form ADV 2126446 · Aug 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.