Blue Curve Advisory provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Blue Curve Advisory reports 291 clients. They include 221 individual clients, 68 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($125M across 590 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 41% |
| High-net-worth individuals | 23% | 59% |
| 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) | 221 | $51.2M | 40.9% | $232K |
| High-net-worth individuals | 68 | $73.8M | 59.0% | $1.09M |
| Corporations and other businesses | Fewer than 5 | $161K | 0.1% | $80.3K |
| Total | 291 | $125M | 100% | — |
- Clients
- 221
- Regulatory AUM
- $51.2M
- AUM share
- 40.9%
- Avg. per client
- $232K
- Clients
- 68
- Regulatory AUM
- $73.8M
- AUM share
- 59.0%
- Avg. per client
- $1.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $161K
- AUM share
- 0.1%
- Avg. per client
- $80.3K
Total
- Clients
- 291
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Blue Curve Advisory is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is negotiable and payable as invoiced, for a fee of up to $25,000.
- Tax Preparation Services
- Tax preparation is charged a fixed fee of $500 to $3,000, negotiable depending on complexity and scope.
Thomas Webbert owns 75% or more of Blue Curve Advisory. The leadership team of Blue Curve Advisory includes Chief Compliance Officer Thomas Webbert. It has 8 employees.
Staff
- 8 employees
- 8 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Blue Curve Advisory, LLC
Thomas Webbert
Control person · since August 2024
Blue Curve Advisory’s regulatory assets grew from $103M (May 2025) to $125M (March 2026); clients fell from 311 to 291 and employees rose from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $125M | 291 | 8 | 1 |
| May 2025May 2025 | $103M | 311 | 5 | 1 |
Besides its headquarters, Blue Curve Advisory has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 8600 Lasalle Road, Suite 312, TowsonHQ
Contact and registration details
- Legal name
- Blue Curve Advisory, LLC
- Headquarters
- 8600 Lasalle Road, Suite 312, Towson, MD 21286
- Website
- bluecurveadvisory.com
- Phone
- 410-339-5771
- @blue-curve-advisory
- SEC file
- 801-131821
- Structure
- Maryland LLC
- Fiscal year end
- December
Blue Curve Advisory’s named custodian for separately managed accounts is Charles Schwab ($114M). Blue Curve Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $114M100%
At year end, Blue Curve Advisory’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks3%
- Funds95%
- Cash2%
How many clients does Blue Curve Advisory have?
Blue Curve Advisory has 291 clients and manages $125 million for them, as of March 2026. They include 221 individual clients, 68 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Blue Curve Advisory offer?
Blue Curve Advisory provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Blue Curve Advisory use?
Blue Curve Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Blue Curve Advisory have?
Blue Curve Advisory has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Curve Advisory invest in?
At the end of its last fiscal year, Blue Curve Advisory’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Curve Advisory?
Blue Curve Advisory’s direct owner is Thomas Webbert (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Blue Curve Advisory get paid?
Blue Curve Advisory 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 Curve Advisory?
Blue Curve Advisory’s main office is at 8600 Lasalle Road, Suite 312, Towson, MD 21286. Its phone number is 410-339-5771. Its website is bluecurveadvisory.com.