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Co-Owner and CCO · Blue Financial

Ronald A. Powell

CRD 6604736 · 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 Ronald A. Powell on its Form ADV as Co-Owner and CCO, a control person.

Firms and roles

  • Blue FinancialCo-Owner and CCOWealth manager · Charlotte, NC · $145M in regulatory assets

AtlasMembers

Ronald’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 Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.