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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

RONALD BLUE & CO., LLC

CRD 104605

ROSWELL, GA

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Search this name across graphsid dfx:ria:024f3fd6-1a7c-a3b5-4f22-cd3ec7163a35

Data as of Jun 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 65
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jun 28, 2017
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.7BItem 5.F on the latest filing (2017-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 275
Advisory employees: 158
Accounts: 16,212
Custody, client assets: $57.8M
SEC number: 801-18423
CRD: 104605
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Jun 28, 2017
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTENSEN, DON, M	EVP PROFESSIONAL ATHLETE DIVISION, MANAGEMENT COMMITTEE MEMBER	Na	yes	01/2016	Feb 11, 2016	Jun 28, 2017
CROSSON, RUSSELL, DALE	PRESIDENT-ELECTED MANAGER	A	yes	06/2002	Mar 30, 2012	Jun 28, 2017
FULMER, PETER, ZACK	SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER	Na	yes	12/2015	Feb 11, 2016	Jun 28, 2017
IRISH, DEREK, VINCENT	SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER	Na	yes	01/2015	Mar 30, 2015	Jun 28, 2017
KIMERY, DEBORAH, KAY	SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE	Na	yes	06/2002	Mar 30, 2012	Jun 28, 2017
KLOPFENSTEIN, AARON, CLEVE	MANAGING DIRECTOR, MANAGEMENT COMMITTEE MEMBER	Na	yes	02/2014	Mar 26, 2014	Jun 28, 2017
SHEPLER, BRIAN, LOWELL	CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER	Na	yes	06/2002	Mar 30, 2012	Jun 28, 2017
THORNBURGH, HEATHER, LEA	CHIEF COMPLIANCE OFFICER, MANAGEMENT COMMITTEE MEMBER	Na	yes	02/2014	Feb 18, 2014	Jun 28, 2017
WARREN, PATRICIA, C	VP TEAM RESOURCES, MANAGEMENT COMMITTEE MEMBER	Na	yes	01/2009	Mar 30, 2012	Jun 28, 2017
BLUE, RONALD, WAYNE	OWNER OF CLASS B LLC MEMBERSHIP UNITS	Na	no	11/1979	Mar 30, 2012	Jun 28, 2017

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tempe	Az	United States	n/a	no
Atlanta	Ga	United States	n/a	no
Indianapolis	In	United States	n/a	no
Charlotte	Nc	United States	n/a	no
Houston	TX	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 23, 2017	$5.7B	$5.6B	275	158	n/a	n/a	n/a
2015	Mar 30, 2016	$6.6B	$5.5B	275	157	n/a	n/a	n/a
2014	Mar 30, 2015	$8.3B	$7.4B	275	157	n/a	n/a	n/a
2013	Mar 26, 2014	$7.8B	$7.0B	272	152	n/a	n/a	n/a
2012	Apr 1, 2013	$7.3B	$6.4B	285	144	n/a	n/a	n/a
2011	Mar 30, 2012	$6.4B	$6.3B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$5.7B	$6.6B	-13.8%	$7.8B	-9.9%	275	275	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIT FINANCIAL ADVISORS	4	Oct 14, 2015	Dec 1, 2015	ATLANTA, GA	Team lift out	Other	17.4%

Relationships

Owns (1)

← BLUE, RONALD, WAYNEOwnerOWNER OF CLASS B LLC MEMBERSHIP UNITS, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Controls (9)

← CHRISTENSEN, DON, MOwnerEVP PROFESSIONAL ATHLETE DIVISION, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Feb 11, 2016 to presentfactForm ADV
← SHEPLER, BRIAN, LOWELLOwnerCFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← KIMERY, DEBORAH, KAYOwnerSEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← IRISH, DEREK, VINCENTOwnerSR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 30, 2015 to presentfactForm ADV
← KLOPFENSTEIN, AARON, CLEVEOwnerMANAGING DIRECTOR, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 26, 2014 to presentfactForm ADV
← FULMER, PETER, ZACKOwnerSR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Feb 11, 2016 to presentfactForm ADV
← WARREN, PATRICIA, COwnerVP TEAM RESOURCES, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← THORNBURGH, HEATHER, LEAOwnerCHIEF COMPLIANCE OFFICER, MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Feb 18, 2014 to presentfactForm ADV
← CROSSON, RUSSELL, DALEOwnerPRESIDENT-ELECTED MANAGER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV

Registered with (54)

← CURTIS LEE KNORRAdvisorregistration: previous registration
Feb 24, 2003 to Aug 1, 2017factForm ADV
← COLBERT D. CHANGAdvisorregistration: previous registration
Oct 5, 2016 to Aug 1, 2017factForm ADV
← LANTZ DARYLE BOWMANAdvisorregistration: previous registration
Jul 14, 2006 to Aug 1, 2017factForm ADV
← WILLIAM MARK FARRELLAdvisorregistration: previous registration
Oct 11, 2011 to Aug 1, 2017factForm ADV
← MELANIE ODOM FITZGERALDAdvisorregistration: previous registration
May 30, 2003 to Aug 1, 2017factForm ADV
← DAVID ROBERT SOUDERSAdvisorregistration: previous registration
Mar 9, 2004 to Aug 1, 2017factForm ADV
← SARAH E BAKERAdvisorregistration: previous registration
Sep 28, 2006 to Aug 1, 2017factForm ADV
← SAMUEL SCOTT ERDMANAdvisorregistration: previous registration
Jun 22, 2007 to Aug 1, 2017factForm ADV
← THOMAS JAMES KNUDSONAdvisorregistration: previous registration
Mar 5, 2012 to Aug 1, 2017factForm ADV
← CHRISTOPHER JORDAN LIMAdvisorregistration: previous registration
Sep 11, 2015 to Aug 1, 2017factForm ADV
← ANDREW TYLER CLEMENTAdvisorregistration: previous registration
Feb 10, 2015 to Aug 1, 2017factForm ADV
← Jordan FultonAdvisorregistration: previous registration
May 15, 2015 to Aug 1, 2017factForm ADV
← Steven ChambersAdvisorregistration: previous registration
Oct 10, 2016 to Aug 1, 2017factForm ADV
← John David DoverspikeAdvisorregistration: previous registration
Aug 17, 2016 to Aug 1, 2017factForm ADV
← Zachary Ryan GentryAdvisorregistration: previous registration
Mar 11, 2017 to Aug 1, 2017factForm ADV
← Benjamin Guerrant JonesAdvisorregistration: previous registration
Jul 16, 2013 to Aug 1, 2017factForm ADV
← DEBORAH KAY KIMERYAdvisorregistration: previous registration
Mar 3, 2003 to Jul 7, 2017factForm ADV
← CHARLES STUART TERRYAdvisorregistration: previous registration
Jul 11, 2006 to Jun 5, 2017factForm ADV
← DANIEL KENT JOHNSONAdvisorregistration: previous registration
Aug 1, 2013 to Jan 23, 2017factForm ADV
← KATHRYN VIEH REDDENAdvisorregistration: previous registration
Jul 19, 2001 to Jan 3, 2017factForm ADV
← Evan Alexander AveryAdvisorregistration: previous registration
Aug 11, 2016 to Nov 7, 2016factForm ADV
← CHARLES RICHARD AMBROSELLIAdvisorregistration: previous registration
Dec 21, 2010 to Mar 2, 2016factForm ADV
← WILLIAM JAMES IREDALEAdvisorregistration: previous registration
Feb 24, 2003 to Jan 4, 2016factForm ADV
← Kirk WilkersonAdvisorregistration: previous registration
Feb 24, 2003 to Oct 14, 2015factForm ADV
← ANDREW BRUEN GREEPAdvisorregistration: previous registration
Oct 21, 2011 to Oct 14, 2015factForm ADV
← Andrew Scott LubbenAdvisorregistration: previous registration
Feb 24, 2003 to Oct 14, 2015factForm ADV
← Jill Lovett CrawfordAdvisorregistration: previous registration
Aug 4, 2003 to Oct 14, 2015factForm ADV
← KELLY CHESSER GALLIMOREAdvisorregistration: previous registration
Feb 28, 2011 to Oct 14, 2015factForm ADV
← DENISE S LEEAdvisorregistration: previous registration
Apr 26, 2014 to Jul 1, 2015factForm ADV
← SHANE ALLEN CALDWELLAdvisorregistration: previous registration
Nov 20, 2012 to Mar 2, 2015factForm ADV
and 24 more

Moved with (1)

→ MERIT FINANCIAL ADVISORSRegistered adviser4 advisors, team lift out, same day
Oct 14, 2015 to Dec 1, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:024f3fd6-1a7c-a3b5-4f22-cd3ec7163a35
First observed: Mar 30, 2012
Last observed: Jun 28, 2017 112 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RONALD BLUE & CO., LLC

CRD 104605

ROSWELL, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:024f3fd6-1a7c-a3b5-4f22-cd3ec7163a35

Data as of Jun 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTENSEN, DON, M

EVP PROFESSIONAL ATHLETE DIVISION, MANAGEMENT COMMITTEE MEMBER

yes

01/2016

Feb 11, 2016

Jun 28, 2017

CROSSON, RUSSELL, DALE

PRESIDENT-ELECTED MANAGER

yes

06/2002

Mar 30, 2012

Jun 28, 2017

FULMER, PETER, ZACK

SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER

yes

12/2015

Feb 11, 2016

Jun 28, 2017

IRISH, DEREK, VINCENT

SR. PRIVATE WEALTH ADVISOR, MANAGEMENT COMMITTEE MEMBER

yes

01/2015

Mar 30, 2015

Jun 28, 2017

KIMERY, DEBORAH, KAY

SEC. OF LLC, EVP OPERATIONS, CHAIRPERSON-MANAGEMENT COMMITTEE

yes

06/2002

Mar 30, 2012

Jun 28, 2017

KLOPFENSTEIN, AARON, CLEVE

MANAGING DIRECTOR, MANAGEMENT COMMITTEE MEMBER

yes

02/2014

Mar 26, 2014

Jun 28, 2017

SHEPLER, BRIAN, LOWELL

CFO, EVP CLIENT SERVICES, MANAGEMENT COMMITTEE MEMBER

yes

06/2002

Mar 30, 2012

Jun 28, 2017

THORNBURGH, HEATHER, LEA

CHIEF COMPLIANCE OFFICER, MANAGEMENT COMMITTEE MEMBER

yes

02/2014

Feb 18, 2014

Jun 28, 2017

WARREN, PATRICIA, C

VP TEAM RESOURCES, MANAGEMENT COMMITTEE MEMBER

yes

01/2009

Mar 30, 2012

Jun 28, 2017

BLUE, RONALD, WAYNE

OWNER OF CLASS B LLC MEMBERSHIP UNITS

11/1979

Mar 30, 2012

Jun 28, 2017

City

State

Country

Employees

Also broker-dealer

Tempe

United States

n/a

Atlanta

United States

n/a

Indianapolis

United States

n/a

Charlotte

United States

n/a

Houston

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 23, 2017

$5.7B

$5.6B

275

158

n/a

2015

Mar 30, 2016

$6.6B

$5.5B

275

157

n/a

2014

Mar 30, 2015

$8.3B

$7.4B

275

157

n/a

2013

Mar 26, 2014

$7.8B

$7.0B

272

152

n/a

2012

Apr 1, 2013

$7.3B

$6.4B

285

144

n/a

2011

Mar 30, 2012

$6.4B

$6.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$5.7B

$6.6B

-13.8%

$7.8B

-9.9%

275

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIT FINANCIAL ADVISORS

Oct 14, 2015

Dec 1, 2015

ATLANTA, GA

Team lift out

Other

17.4%