Blue Chip Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Blue Chip Partners reports 1,007 clients. They include 522 high-net-worth individuals, 479 individual clients, and 2 pension and profit-sharing plans. Of its assets, 99.0% ($1.86B across 3,156 accounts) are managed with discretion; $18.1M across 51 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 10% |
| High-net-worth individuals | 52% | 89% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 479 | $179M | 9.5% | $373K |
| High-net-worth individuals | 522 | $1.68B | 89.4% | $3.22M |
| Pension and profit-sharing plans | Fewer than 5 | $6.58M | 0.4% | $3.29M |
| Charitable organizations | Fewer than 5 | $11.3M | 0.6% | $5.66M |
| Corporations and other businesses | Fewer than 5 | $2.23M | 0.1% | $1.12M |
| Total | 1,007 | $1.88B | 100% | — |
- Clients
- 479
- Regulatory AUM
- $179M
- AUM share
- 9.5%
- Avg. per client
- $373K
- Clients
- 522
- Regulatory AUM
- $1.68B
- AUM share
- 89.4%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.58M
- AUM share
- 0.4%
- Avg. per client
- $3.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.3M
- AUM share
- 0.6%
- Avg. per client
- $5.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.23M
- AUM share
- 0.1%
- Avg. per client
- $1.12M
Total
- Clients
- 1,007
- Regulatory AUM
- $1.88B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Blue Chip Partners charges up to 1.25% for its Comprehensive Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is a fixed fee, generally $2,500 to $10,000, depending on the breadth of services and the complexity of the client situation.
BCP Ventures, Inc. owns 75% or more of Blue Chip Partners and is in turn owned by Steinberg Living Trust DTD June 16, 1991 (50–75%) and Daniel E. Seder Living Trust DTD June 19, 2017 (50–75%). The leadership team of Blue Chip Partners includes President Daniel Seder, Chief Operating Officer Erin Goss and Chief Compliance Officer Eric Donofrio. It has 34 employees, 18 of them in advisory roles.
Leadership
- Daniel SederVice President
- Robert SteinbergPresident
- Erin GossChief Operating Officer
- Eric DonofrioChief Compliance Officer
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Andrea Rochelle Cloutier
- Gina Renee DiGirolamo
- Daniel Dusina
- David Scott Foret
- Erin Elizabeth Goss
- Jonathan Arthur Johnson
- Mitchell Lee Kahl
- Hayden John Kibbey
- Adam Robert Larkin
- Naoko McKelvey
- Matthew Patrick Mondoux
- Vincent Parrack
- Daniel Edward Seder
- Julia Shaw
- Robert Kevin Steinberg
- Dylan Stockwell
- Tina A Troup
- Deborah Edith VanDam
- Cody James Vanderhagen
Staff
- 34 employees
- 18 in advisory functions
- 21 state-registered reps
- 5 insurance agents
- 1 soliciting firm
- Owns 75% or more of Blue Chip Partners, LLC
BCP Ventures, Inc.
Control person · since December 2022
- Owns 50% to 75% of BCP Ventures, Inc.
Steinberg Living Trust DTD June 16, 1991
Control person · since December 2022
Robert Steinberg
Trustee · Control person · since January 2018
Cynthia Steinberg
Trustee · Control person · since January 2018
- Owns 50% to 75% of BCP Ventures, Inc.
Daniel E. Seder Living Trust DTD June 19, 2017
Control person · since December 2022
Daniel Seder
Trustee · Control person · since January 2018
Blue Chip Partners’ regulatory assets grew 2.2× from $862M (May 2021) to $1.88B (March 2026); clients rose from 527 to 1,007 and employees from 15 to 34.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.88B | 1,007 | 34 | 1 |
| May 2025 | $1.54B | 908 | 33 | 1 |
| June 2024 | $1.28B | 822 | 28 | 1 |
| April 2023 | $1.05B | 754 | 25 | 1 |
| March 2022 | $1.1B | 671 | 26 | 1 |
| May 2021 | $862M | 527 | 15 | 1 |
Besides its headquarters, Blue Chip Partners has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 38505 Country Club Drive, Suite 150, Farmington HillsHQ
Contact and registration details
- Legal name
- Blue Chip Partners, LLC
- Headquarters
- 38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331
- Website
- bluechippartners.com
- Phone
- 248-848-1111
- @blue-chip-partners
- SEC file
- 801-64705
- Founded
- 2004
- Structure
- Michigan LLC
- Fiscal year end
- December
Blue Chip Partners uses Raymond James ($1.24B, 82%) and Charles Schwab ($280M, 18%) as custodians for its separately managed accounts. Blue Chip Partners has custody of $267M in client assets for 201 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.24B82%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $280M18%
At year end, Blue Chip Partners’ separately managed accounts were mostly in stocks (76%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.58B across 184 positions; the largest are Fidelity Merrimack Str TR (8.9%), KLA Corp. (4.4%) and Alphabet Inc. (4.2%).
What the accounts hold
- Stocks76%
- Exchange-traded equities75%
- Non-exchange-traded equities1%
- Funds18%
- Cash5%
- Other1%
- Closed-end funds, fixed annuities, variable annuities1%
Reported 13F holdings
- $1.58B
- Reported 13F value
- 184
- Positions
- 40.3%
- In the 10 largest
- +14.0%
- Value vs. prior quarter
- Fidelity Merrimack Str TR · Total BD ETF8.9%
- KLA Corp.4.4%
- Alphabet Inc. · Cap Stk CL C4.2%
- Apple Inc.4.0%
- Broadcom Inc.3.9%
- JPMORGAN Chase & CO3.2%
- Abbvie Inc.3.1%
- Quanta Svcs Inc.3.0%
- ASML Hldg NV · N Y Registry Shs2.9%
- Capital Grp Fixed Incm ETF T · Mun Inm ETF2.8%
Together, the ten largest are 40.3% of reported value.
How many clients does Blue Chip Partners have?
Blue Chip Partners has 1,007 clients and manages $1.88 billion for them, as of March 2026. They include 522 high-net-worth individuals, 479 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Blue Chip Partners offer?
Blue Chip Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Blue Chip Partners charge?
Blue Chip Partners charges up to 1.25% for its Comprehensive Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Source: ANNUAL ADV PART 2 DISCLOSURE BROCHURE - FY 2025, filed 31 March 2026
Which custodians does Blue Chip Partners use?
Blue Chip Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.24B and Charles Schwab & Co., Inc. (San Francisco, CA), with $280M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Blue Chip Partners have?
Blue Chip Partners has 21 investment adviser representatives registered with state securities authorities, out of 34 employees, and 18 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Chip Partners invest in?
At the end of its last fiscal year, Blue Chip Partners’ separately managed accounts held 75% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Closed-End Funds, Fixed Annuities, Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Chip Partners?
Blue Chip Partners’ direct owner is BCP Ventures, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Blue Chip Partners get paid?
Blue Chip Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blue Chip Partners?
Blue Chip Partners’ main office is at 38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331. Its phone number is 248-848-1111. Its website is bluechippartners.com.