Fee-only adviser · Provo, UT
Blue Diamond Capital Investment Advisors
Blue Diamond Capital Investment Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Provo, Utah. On its latest Form ADV, filed March 31, 2026, it reports $301M in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 333059 · SEC file 801-131918 |
| Office | 180 N University Ave Suite 250 Provo, UT 84601 |
| Phone | (801) 932-0311 |
| Website | bdc-ia.com |
| Regulatory assets under management | $301M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Provo
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Nearby
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- Lindon 1 firm
- Pleasant Grove 1 firm
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- Highland 1 firm
- Alpine 2 firms
- Spanish Fork 1 firm
- Lehi 11 firms
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