Blue Diamond Capital Investment Advisors, Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 333059
· SEC file 801-131918
· Provo, UT
· bdc-ia.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $301M
- Discretionary
- $0
- Clients
- 10
- Avg AUM / client
- $30.1M
- Accounts
- 33
- Employees
- 3
AUM over time
$301M
$323M
Jun 11, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $9.0M | 2.98% |
| High net worth individuals | 0 | $211M | 70.0% |
| Pooled investment vehicles (non-investment companies) | 10 | $81.4M | 27.0% |
| Charitable organizations | 0 | $49.9K | 0.02% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Ball | Registered representative | Jul 2025 (1y) | ||
| Michael Charles Bingham | 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) | 03/31/2026 | 2.73 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗