BLUE CHIP FINANCIAL ADVISORS, INC.

BLUE CHIP FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 119917). Regulatory assets under management: $1.0M.

Registration

• CRD: 119917
• Type: Registered investment adviser
• Phone: 330-414-8130
• Latest filing: 2026-04-13
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search