SourcingSourcing

BLUE EDGE CAPITAL, LLC

C44
CRD 155613·SEC 801-77861·RICHMOND, VA
AUM
$765.1M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE EDGE CAPITAL, LLC
CRD
155613
SEC file #
801-77861
EIN
273552191
DBA names
—

Economics

AUM
$765.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$298.7M → $765.1M▲ +156%
Client mix
Individuals High Net Worth104
Individuals Other43
Charitable Organizations19
Pension Profit Sharing Plans5
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
blueedgecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOWLES, PETER, HARTWELL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOWLES, PETER, HARTWELL
REID, MARSHALL, BAGLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEEDGECAP.COM
Rdap Domain Creation Date
2010-10-26T18:20:11Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001599620
Edgar Registered
Yes
Edgar Filing Count
51
Edgar First Filing Date
2014-02-11
Edgar Last Filing Date
2026-02-12
Edgar 13f Count
49
Edgar 13f Latest AUM Estimate
Filing Date2026-02-12
Accession0001599620-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5706 GROVE AVENUESUITE 202RICHMOND, VA 23226
Business
5706 GROVE AVENUESUITE 202RICHMOND, VA 23226
Edgar EIN
273552191
Edgar Recent Filings
13F-HR2026-02-12 · 0001599620-26-000001
13F-HR2025-11-12 · 0001599620-25-000007
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-26T18:20:11Z
Rdap Domain Last Changed
2025-08-28T12:29:17Z
Rdap Nameservers
Ns49.worldnic.comNs50.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2322509
Trust Company Affiliate
No

People (4)

4
REID, MARSHALL, BAGLEY
IAR · Direct Owner · 37.5%
2214855
BOWLES, PETER, HARTWELL
IAR · Direct Owner · 37.5%
2322509
FRETZ, MARGARET, PARSONS
IAR · Direct Owner · 17.5%
2380637
Armistead Churchill Young
IAR
6210934