Investment adviser · CRD 146946
BLUESTONE? FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BLUESTONE FINANCIAL ADVISORS, LLC
BETHESDA, MD, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $207M Form ADV · Item 5.F
- Client accounts
- 137 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 | 50 | $196,818,585 | 95.0% |
| Charities | Fewer than 5 | $10,464,590 | 5.0% |
| Corporations & businesses | Fewer than 5 | $135 | 0.0% |
Filing source
Form ADV 2050268 · Feb 13, 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: Feb 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Fixed
Principal office
7910 WOODMONT AVENUE, SUITE 1350BETHESDA, MD, 20814, United States
CRD 146946
Filing source
Form ADV 2050268 · Feb 13, 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.