Blue Jean Financial Llc
- Regulatory AUM
- $133M
- Discretionary
- $133M
- Clients
- 385
- Avg AUM / client
- $346K
- Accounts
- 891
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $80.9M | 60.7% |
| High net worth individuals | 29 | $52.3M | 39.2% |
| Charitable organizations | Fewer than 5 clients | $99.7K | 0.07% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan E Mcwayne | Partner | Apr 2024 (2y) | ≈ 37.5% – 75% via Blue Jean Group, Llc | |
| Deno, Francis, James | Partner And Chief Compliance Officer | Apr 2024 (2y) | ≈ 18.75% – 50% via Blue Jean Group, Llc | |
| Benjamin Anders Kjendal | Registered representative | Jul 2024 (2y) | ||
| Donald Benjamin Blowers | Registered representative | Jul 2024 (2y) | ||
| Jordan Marcus Brandon | Registered representative | Jul 2024 (2y) | ||
| Logan Westbury Simms | Registered representative | Jul 2024 (2y) | ||
| William Edward Bufkins | Registered representative | Jul 2024 (2y) | ||
| Thiago De Avila Reis | Registered representative | Aug 2024 (2y) | ||
| Tracy Dickinson | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Jean Group, Llc | Managing Member | Apr 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryan E Mcwayne: 50% – 75% of Blue Jean Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Deno, Francis, James: 25% – 50% of Blue Jean Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 05/21/2026 | 990 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $133M (100% of AUM) May 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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗