SourcingSourcing

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC

B50
CRD 333059·SEC 801-131918·PROVO, UT
AUM
$301.4M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$904K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
CRD
333059
SEC file #
801-131918
EIN
334460827
DBA names
Blue Diamond Capital Investment Advisors

Economics

AUM
$301.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$322.8M → $301.4M▼ -7%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
PROVO UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bdc-ia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE BINGHAM FAMILY TRUST U/A/D
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
THE BINGHAM FAMILY TRUST U/A/D
BMT 801 LLC
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
BDC-IA.COM
Rdap Domain Creation Date
2024-11-26T22:59:07Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002129434
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-16
Edgar Last Filing Date
2026-04-16
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-162026-04-16 · 0002129434-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1345
Soi Zip Pct 200k Plus
0.0206
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
803,512
Fdic Zip Total Deposits
34,688,523,000
Fdic Zip Branch Count
382
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Central Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
180 N UNIVERSITY AVESUITE 250PROVO, UT 84601
Business
180 N UNIVERSITY AVESUITE 250PROVO, UT 84601
Edgar EIN
334460827
Edgar Recent Filings
D2026-04-16 · 0002129434-26-000001
Fdic Zip Branches Raw
Key Bank of UtahProvo, UT
First Interstate Bank of Utah, National AssociationProvo, UT
Fdic Zip HHI
1451.27
Fdic Zip Top Bank Share Pct
26.09
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-26T22:59:07Z
Rdap Domain Last Changed
2025-11-27T10:36:48Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,690
Returns4,390
Stub 2
AGI150,539
Returns4,110
Stub 3
AGI143,679
Returns2,340
Soi Zip Total Business Income
18,727
Soi Zip Total Cap Gains
21,275
Soi Zip Total Dividends
2150
Soi Zip Total Returns
14,050
Trust Company Affiliate
No

People (5)

5
Bingham, Deborah, H
Direct Owner · 7.5%
8027449
Bingham, Marc, C
Direct Owner · 7.5%
8027448
Ball, Brandon
IAR · Executive Officer · 2.5%
7979542
Bingham, Michael, Charles
IAR · Executive Officer · 2.5%
8027447
Mckay, Michael, David
Executive Officer · 2.5%
8027450