Blue Financial

CRD 330324 · Charlotte, NC · $145.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 330324
SEC number: 801-132547
Firm type: RIA
Assets under management: $145.1M as of Feb 26, 2026
Website: www.linkedin.com/company/bluefinancialcharlotte ↗
Phone: 7043021141
Address: 5970 Fairview Road, Suite 400, Charlotte, NC, 28210

Advisors at this firm

7 in our index · page 1 of 1

Briggs Powell BouchillonCRD 7548089 · Charlotte, NC

IA RegisteredRegistration inactive
Evan Alexander CalottCRD 6911348 · Charlotte, NC

IA Registered
Nathan CareyCRD 7810702 · Charlotte, NC

IA Registered
Harrison Bertram ClarkCRD 7944976 · Charlotte, NC

IA RegisteredRegistration inactive
Taylor Mcshane FunkeCRD 7773846 · Charlotte, NC

IA RegisteredRegistration inactive
Evan Robert MccoyCRD 8047240 · Charlotte, NC

IA RegisteredRegistration inactive
Ronald Austin PowellCRD 6604736 · Charlotte, NC

IA Registered

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 330324 ↗ FINRA BrokerCheck record for firm CRD 330324 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.