Fee-OnlyFinder

Blue Curve Advisory, LLC

Financial planning in Towson, MD

SEC registeredNo commissions reported

Call (410) 339-5771Send a messageMap ↗

Public-record details

Address
8600 Lasalle Road, Suite 312, Towson, MD 21286
Phone
(410) 339-5771
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
333724
Registration
SEC registered since 2025-01-15
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$125.2 million
Accounts managed
590
Clients reported (Form ADV 5.D)
291
Individual / high-net-worth clients
221 / 68
Employees
8
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-11

SEC registered investment adviser, CRD 333724, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Towson

A. J. Perry & CO.408 Allegheny Avenue, 2nd Floor · Towson, MD 21204 · (410) 539-1144 · % of assets managedCRD 107041 · % of assets · $108.8 million AUMSEC registeredNo commissions reportedBaltimore Avenue Investments, LLC606 Baltimore Avenue, Suite 203 · Towson, MD 21204 · (410) 339-4546 · % of assets managedCRD 159833 · % of assets · $21.3 million AUMState registeredNo commissions reportedBase Management CO600 Baltimore Avenue, Adams Bldg, Suite 306 · Towson, MD 21204 · (410) 583-4828 · Hourly feesCRD 104600 · % of assets, Hourly charges, Fixed fees · $95.5 million AUMState registeredNo commissions reportedChesapeake Financial Advisors401 Jefferson Avenue · Towson, MD 21286 · (410) 823-5442 · Financial planningCRD 120139 · % of assets, Hourly charges, Fixed fees · $310.1 million AUMSEC registeredNo commissions reportedDyer Financial Advisory100 West Road, Suite 300 · Towson, MD 21204 · (410) 337-5668 · Financial planningCRD 123262 · % of assets, Hourly charges, Fixed fees · $24.3 million AUMState registeredNo commissions reportedFinancial Council, LLC100 West Road, Suite 500 · Towson, MD 21204 · (410) 821-9200 · % of assets managedCRD 110748 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedFounders Financial Securities, LLC1026 Cromwell Bridge Road, Suite 100 · Towson, MD 21286 · (410) 308-9988 · Financial planningCRD 137945 · % of assets, Hourly charges, Subscription fees · $4.1 billion AUMSEC registeredNo commissions reportedGreenspring Advisors, LLCOne West Pennsylvania Avenue, Suite 500 · Towson, MD 21204 · (443) 564-4600 · Financial planningCRD 132669 · % of assets, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reported

All 18 in Towson →