Blue Jasper Capital Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 319757
· Clermont, FL
· www.bluejaspercapital.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $23.6M
- Discretionary
- $23.6M
- Clients
- 74
- Avg AUM / client
- $319K
- Accounts
- 191
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $10.3M | 43.5% |
| High net worth individuals | 5 | $9.3M | 39.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $3.9M | 16.3% |
| Charitable organizations | Fewer than 5 clients | $200K | 0.85% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Carter Copeland | Registered representative | Oct 2024 (2y) | ||
| Colin Stephen Myers | Registered representative | Jan 2025 (2y) | ||
| Grayson Price Bishop | Registered representative | May 2025 (1y) | ||
| Todd Michael Heckman | Registered representative | Dec 2025 (1y) | ||
| Charlot Alexandre | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Truist Financial Corp $19.4M (82% of AUM) Apr 2026
- Interactive Brokers $3.9M (16% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗