Blue Diamond Capital Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 10 private funds.
Blue Diamond Capital Investment Advisors reports 10 clients. They include 10 pooled investment vehicles. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $301M across 33 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 0% | 3% |
| High-net-worth individuals | 0% | 70% |
| Pooled investment vehicles | 100% | 27% |
| Charitable organizations | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $8.98M | 3.0% | — |
| High-net-worth individuals | Fewer than 5 | $211M | 70.0% | — |
| Pooled investment vehicles | 10 | $81.4M | 27.0% | $8.14M |
| Charitable organizations | Fewer than 5 | $49.9K | 0.0% | — |
| Total | 10 | $301M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $8.98M
- AUM share
- 3.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $211M
- AUM share
- 70.0%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $81.4M
- AUM share
- 27.0%
- Avg. per client
- $8.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $49.9K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 10
- Regulatory AUM
- $301M
- 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
- 10
- Financial planning clients last fiscal year
- 1–10
Blue Diamond Capital Investment Advisors is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
The Bingham Family Trust U/A/D March 28, 2006 owns 50% to 75% of Blue Diamond Capital Investment Advisors. Michael Bingham is CEO; the leadership team includes Chief Financial Officer Brandon Ball and Chief Compliance Officer Michael Mckay. It has 3 employees, 2 of them in advisory roles.
Leadership
- Michael BinghamChief Executive Officer
- Brandon BallChief Financial Officer
- Michael MckayChief Compliance Officer
- Marc BinghamMember
- Deborah BinghamMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Brandon Ball
- Michael Charles Bingham
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Blue Diamond Capital Investment Advisors, LLC
The Bingham Family Trust U/A/D March 28, 2006
Control person · since March 2024
Michael Bingham
Trustee · Control person · since March 2024
- Owns 10% to 25% of Blue Diamond Capital Investment Advisors, LLC
BMT 801 LLC
since March 2024
- Owns 75% or more of BMT 801 LLC
Brandon Ball
Control person · since March 2024
- Owns 10% to 25% of Blue Diamond Capital Investment Advisors, LLC
Sunrise Cove LLC
since March 2024
- Owns 75% or more of Sunrise Cove LLC
Michael Mckay
Control person · since March 2024
- Owns 5% to 10% of Blue Diamond Capital Investment Advisors, LLC
Marc Bingham
since March 2024
- Owns 5% to 10% of Blue Diamond Capital Investment Advisors, LLC
Deborah Bingham
since March 2024
Blue Diamond Capital Investment Advisors’ regulatory assets fell from $323M (June 2025) to $301M (March 2026); clients rose from 8 to 10 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $301M | 10 | 3 | 1 |
| June 2025 | $323M | 8 | 3 | 1 |
Besides its headquarters, Blue Diamond Capital Investment Advisors has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 180 N University Ave, Suite 250, ProvoHQ
Contact and registration details
- Legal name
- Blue Diamond Capital Investment Advisors, LLC
- Headquarters
- 180 N University Ave, Suite 250, Provo, UT 84601
- Website
- bdc-ia.com
- Phone
- 801-932-0311
- SEC file
- 801-131918
- Structure
- Utah LLC
- Fiscal year end
- December
Blue Diamond Capital Investment Advisors has custody of client assets.
At year end, Blue Diamond Capital Investment Advisors’ separately managed accounts were largely in stocks (21%) and funds (10%).
What the accounts hold
- Stocks21%
- Funds10%
- Bonds8%
- Cash2%
- Other59%
- Hard assets (land), direct investment in private alternative assets.59%
How many clients does Blue Diamond Capital Investment Advisors have?
Blue Diamond Capital Investment Advisors has 10 clients and manages $301 million for them, as of March 2026. They include 10 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Blue Diamond Capital Investment Advisors offer?
Blue Diamond Capital Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Blue Diamond Capital Investment Advisors have?
Blue Diamond Capital Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Diamond Capital Investment Advisors invest in?
At the end of its last fiscal year, Blue Diamond Capital Investment Advisors’ separately managed accounts held 59% other, 21% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds and 2% cash and equivalents. The 59% other category is described as: Hard Assets (Land), Direct Investment in Private Alternative Assets. It advises 10 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Diamond Capital Investment Advisors?
Blue Diamond Capital Investment Advisors is owned through a trust and holding companies by Brandon Ball and Michael Mckay. Its direct owners are the Bingham Family Trust U/A/D March 28, 2006 (50% to 75%), BMT 801 LLC (10% to 25%), Sunrise Cove LLC (10% to 25%), Marc Bingham (5% to 10%) and Deborah Bingham (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Blue Diamond Capital Investment Advisors get paid?
Blue Diamond Capital Investment Advisors is paid through hourly charges 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 Diamond Capital Investment Advisors?
Blue Diamond Capital Investment Advisors’ main office is at 180 N University Ave, Suite 250, Provo, UT 84601. Its phone number is 801-932-0311. Its website is bdc-ia.com.