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.

Current firm

BLUE RIVER CAPITAL MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S65

First exam

Dec 14, 2012

First registration

Dec 17, 2012

Dual registered

no

IAPD individual key

6134042

• Occurred

  Jun 20, 2023
  Advisor changed firm

  Philip Walter Bagdade left Baker Ellis Asset Management Llc for Blue River Capital Management (registered 2023-11-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b5f8cb3a-5cd5-8f34-c652-a43924d1fc04

First observed

Dec 17, 2012

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.