Blue Heron Capital: new SEC registration, $102M AUM, Englewood, CO
Blue Heron Capital (Englewood, Colorado): new SEC registration, $102M AUM, Englewood, CO. Its amount of 102 is below the median of 134 (13th percentile). Dated 286 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 28 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Heron Capital |
| Legal name | Bhc Wealth Management, LLC |
| CRD | 339475 |
| Status | Approved |
| Registered with the SEC | 2026-01-22 |
| Latest Form ADV filing | 2026-03-20 |
| Location | Englewood, CO, United States |
| Regulatory AUM | $102,210,253 |
| Accounts | 542 |
| Employees | 8 |
| Website | HTTPS://WWW.LINKEDIN.COM/COMPANY/BLUE-HERON |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (29 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Freif Advisors LLC · Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Shenandoah Energy Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Heron Capital and 29 Colorado peers
- Colorado NewRiaPulse records like this one: 29
- Blue Heron Capital's amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $5,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Blue Heron Capital in Englewood, Colorado?
Blue Heron Capital received SEC registration as an investment adviser (2026-01-22) with $102,210,253 in regulatory assets under management, based in Englewood, CO.
How does Blue Heron Capital compare to other Colorado NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 286 days old; check the official source for later updates before acting.
Blue Heron Capital vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Heron Capital | Englewood, CO | 102 | 13th | 2026-01-22 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.