Fee-only adviser · Baltimore, MD
Blue Point Investment Management
Blue Point Investment Management is a fee-only investment adviser registered with the securities regulators of Delaware, Maryland, Virginia, with its main office in Baltimore, Maryland. On its latest Form ADV, filed May 23, 2026, it reports $79M in regulatory assets under management, 31 individual clients and 1 employee who gives 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 | State-registered: Delaware, Maryland, Virginia |
|---|---|
| Firm CRD number | 148104 |
| Office | 6115 Falls Road, Suite 101 Baltimore, MD 21209 |
| Phone | (443) 600-8050 |
| Website | www.bluepointim.us |
| Regulatory assets under management | $79M ($58M discretionary) |
| Individual clients | 7 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 23, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Baltimore
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See all 23 fee-only advisers in Baltimore →
Nearby
- Linthicum 1 firm
- Towson 14 firms
- Lutherville 2 firms
- Timonium 6 firms
- Hanover 1 firm
- Owings Mills 1 firm
- Woodstock 1 firm
- Phoenix 1 firm
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