Blue Jasper Capital

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About Blue Jasper Capital

Blue Jasper Capital is an independent, full-service financial planning and registered investment advisory firm that puts our clients first. Based in Clermont, Florida, we serve client families and business owners across the United States.

We specialize in values-based investing for conservative Christians. Using a proprietary screening process, we select quality investments that align with your faith and values, so you can grow your wealth without compromising your convictions. Our mission is to help clients become the best stewards of their wealth, and stewardship is at the heart of everything we do.

We work with you to understand your goals, build a financial plan to achieve them, and create an investment portfolio to bring that plan to life. Our services include financial planning, investment management, tax planning, business planning, cash flow management, and investment strategies.

Our team is led by Colin Myers (Founder & President) and Brent Joseph (Vice President), together with Wealth Advisors Grayson Bishop, John Copeland, and Charlo Alexandre. Our core values are Excellence, Collaboration, Candor, and Humility.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

319757

Firm CRD#

319757

Name of Custodial Firm

Altruist Financial LLC; Interactive Brokers LLC

States Licensed in

FL,CA,TN,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Trusts, Estates, Retirement Plans, Donor-Advised Funds, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning & Trusts, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

$23,600,000

Total Assets Under Management by Advisor

$23,600,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Hourly, Based on Assets, Flat Fee

Fee % Based on Assets

0.75% - 1.00%

Additional Details on Charges

Asset-based fees (annual, tiered by assets under management): 1.00% on $0 - $1M; 0.90% on $1M - $2M; 0.80% on $2M - $5M; 0.75% over $5M. Financial planning and consulting: fixed fees ranging from $2,750 to $45,000 depending on complexity, or $615 per hour. Free initial portfolio review available.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894289/paladinregistry-Blue-Jasper-Capital-detailed-disclosure.html

Disclaimer

Blue Jasper Capital LLC is a Registered Investment Advisor.

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