Wealth manager, independent · Provo, UT
Blue Diamond Capital Investment Advisors
Blue Diamond Capital Investment Advisors, LLC · SEC-registered investment adviser · CRD 333059 · SEC 801-131918
At a glance
Blue Diamond Capital Investment Advisors is an SEC-registered investment adviser based in Provo, Utah, with $301 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals. By Form ADV it is a wealth manager, ranked 4,363rd of 8,915 wealth managers and 10,131st of 17,210 SEC-registered advisers by assets.
Main office 801-932-0311bdc-ia.comAs filed on Form ADV
- Regulatory AUM
- $301M
- Rank among wealth managers
- #4,363 of 8,915
- Rank among all SEC RIAs
- #10,131 of 17,210
- Rank in Utah
- #92 of 151
- Clients
- 10
- Accounts
- 33
- Discretionary
- 0% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Michael C. BinghamChief Executive Officer
- Brandon BallChief Financial Officer
- Marc C BinghamMember
- Deborah H BinghamMember
- Michael D. MckayChief Compliance Officer
Custody and brokerage
Custodian
Blue Diamond Capital Investment Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | – | $211M | 70% |
| Pooled investment vehicles | 10 | $81M | 27% |
| Individuals | – | $9M | 3% |
| Charitable organizations | – | $0M | <1% |
Private funds
Blue Diamond Capital Investment Advisors reports 10 private funds with $81M in gross assets: private equity funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Blue Diamond Capital Investment Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bdc-ia.com ↗
AtlasMembers
The full record on Blue Diamond Capital Investment Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,565 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Blue Diamond Capital Investment Advisors manage?
Blue Diamond Capital Investment Advisors reports $301 million in regulatory assets under management across 33 accounts, on its Form ADV filed March 31, 2026.
What kind of firm is Blue Diamond Capital Investment Advisors?
Blue Diamond Capital Investment Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Blue Diamond Capital Investment Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($211 million); pooled investment vehicles ($81 million, 10 clients); individuals ($9 million).
Does Blue Diamond Capital Investment Advisors manage private funds?
Yes. It reports 10 private funds with $81 million in gross assets, including private equity funds, venture capital funds.
Does Blue Diamond Capital Investment Advisors have any disciplinary history?
Blue Diamond Capital Investment Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Blue Diamond Capital Investment Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →