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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE EDGE CAPITAL, LLC

CRD 155613

RICHMOND, VA

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:f7290b77-8b78-4f4b-b680-93c901cdc664

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 27, 2013 to Apr 1, 2026
17 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: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $765MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $754M
Private client RAUM: $635MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $191Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 420
Individual clients: 43
High net worth clients: 104
SEC number: 801-77861
CIK: 1599620
CRD: 155613
Filings on the tape: 17
First filed: Mar 27, 2013
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, VA
Website: blueedgecap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARSHALL BAGLEY REID	n/a	RICHMOND, VA	15	34	1	no
PETER HARTWELL BOWLES	n/a	RICHMOND, VA	15	25	n/a	no
MARGARET PARSONS FRETZ	n/a	RICHMOND, VA	15	32	n/a	no
Armistead Churchill Young	n/a	RICHMOND, VA	1	27	3	no

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
BOWLES, PETER, HARTWELL	MANAGING DIRECTOR/MEMBER	C	yes	10/2010	Mar 27, 2013	Mar 28, 2024
FRETZ, MARGARET, PARSONS	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	B	yes	11/2010	Mar 27, 2013	Mar 28, 2024
REID, MARSHALL, BAGLEY	MANAGING DIRECTOR/MEMBER	C	yes	10/2010	Mar 27, 2013	Mar 28, 2024

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
2025	Apr 1, 2026	$765M	$754M	5	4	0	n/a	n/a
2024	Mar 31, 2025	$693M	$684M	5	4	0	n/a	n/a
2023	Mar 28, 2024	$657M	$650M	4	3	0	n/a	n/a
2022	Mar 30, 2023	$530M	$524M	5	4	0	n/a	n/a
2021	Mar 25, 2022	$556M	$550M	5	4	0	n/a	n/a
2020	Feb 3, 2021	$451M	$447M	5	4	0	n/a	n/a
2019	Apr 15, 2020	$316M	$316M	5	4	0	n/a	n/a
2018	Apr 9, 2019	$299M	$299M	5	4	0	n/a	n/a
2017	Mar 26, 2018	$273M	$273M	5	4	0	n/a	n/a
2016	Apr 1, 2017	$212M	$212M	4	3	n/a	n/a	n/a
2015	Mar 24, 2016	$177M	$177M	5	4	n/a	n/a	n/a
2014	Mar 31, 2015	$154M	$154M	5	4	n/a	n/a	n/a
2013	Apr 1, 2014	$153M	$153M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

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
2025	$765M	$693M	10.5%	$530M	13.0%	5	5	0	0

Relationships

Registered with (5)

← Armistead Churchill YoungAdvisorregistration: current employment
Mar 30, 2025 to presentfactForm ADV
← MARGARET PARSONS FRETZAdvisorregistration: current employment
Jun 27, 2011 to presentfactForm ADV
← PETER HARTWELL BOWLESAdvisorregistration: current employment
Mar 7, 2011 to presentfactForm ADV
← MARSHALL BAGLEY REIDAdvisorregistration: current employment
Dec 14, 2010 to presentfactForm ADV
← Ellen Elizabeth SpongAdvisorregistration: previous registration
Mar 1, 2023 to Mar 4, 2024factForm ADV

Controls (3)

← REID, MARSHALL, BAGLEYOwnerMANAGING DIRECTOR/MEMBER, ownership code C, individual
Mar 27, 2013 to Mar 28, 2024factForm ADV
← BOWLES, PETER, HARTWELLOwnerMANAGING DIRECTOR/MEMBER, ownership code C, individual
Mar 27, 2013 to Mar 28, 2024factForm ADV
← FRETZ, MARGARET, PARSONSOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 27, 2013 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 4, 2024
Advisor changed firm
Ellen Elizabeth Spong left Blue Edge Capital, Llc for Atlantic Union Municipal Advisors, Inc (registered 2024-03-10)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2021
Regulatory AUM changed
Blue Edge Capital, Llc reported RAUM $451.0M, up 43% from $315.7M (2020-06-24 to 2021-02-03)
Form ADVobserved 6 days ago
$135M
Occurred
Mar 27, 2013
First Form ADV filing
Blue Edge Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7290b77-8b78-4f4b-b680-93c901cdc664
First observed: Mar 27, 2013
Last observed: Apr 1, 2026 5 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.

BLUE EDGE CAPITAL, LLC

CRD 155613

RICHMOND, VA

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:f7290b77-8b78-4f4b-b680-93c901cdc664

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARSHALL BAGLEY REID

n/a

RICHMOND, VA

PETER HARTWELL BOWLES

n/a

RICHMOND, VA

n/a

MARGARET PARSONS FRETZ

n/a

RICHMOND, VA

n/a

Armistead Churchill Young

n/a

RICHMOND, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWLES, PETER, HARTWELL

MANAGING DIRECTOR/MEMBER

yes

10/2010

Mar 27, 2013

Mar 28, 2024

FRETZ, MARGARET, PARSONS

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

yes

11/2010

Mar 27, 2013

Mar 28, 2024

REID, MARSHALL, BAGLEY

MANAGING DIRECTOR/MEMBER

yes

10/2010

Mar 27, 2013

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$765M

$754M

n/a

2024

Mar 31, 2025

$693M

$684M

n/a

2023

Mar 28, 2024

$657M

$650M

n/a

2022

Mar 30, 2023

$530M

$524M

n/a

2021

Mar 25, 2022

$556M

$550M

n/a

2020

Feb 3, 2021

$451M

$447M

n/a

2019

Apr 15, 2020

$316M

n/a

2018

Apr 9, 2019

$299M

n/a

2017

Mar 26, 2018

$273M

n/a

2016

Apr 1, 2017

$212M

n/a

2015

Mar 24, 2016

$177M

n/a

2014

Mar 31, 2015

$154M

n/a

2013

Apr 1, 2014

$153M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$765M

$693M

10.5%

$530M

13.0%