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Co-Owner · Blue Financial

Evan A. Calott

CRD 6911348 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Financial, an SEC-registered wealth manager based in Charlotte, NC with $145 million in regulatory assets, lists Evan A. Calott on its Form ADV as Co-Owner, a control person.

Firms and roles

  • Blue FinancialCo-OwnerWealth manager · Charlotte, NC · $145M in regulatory assets

AtlasMembers

Evan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.