DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blue Chip Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Nov 8, 2011 · 34 filings
SEC status approved since Sep 30, 2005
RAUM
$1.9B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$1.9B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$98.8M
derived; firm RAUM over IAPD count
Employees
34
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 29, 2012$138M then
HNW client RAUM$1.7B as of Mar 31, 2026
Mar 6, 2018$427M then
State-registered IARs (5.B.3)21 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)34 as of Mar 31, 2026
Apr 1, 20137 then
Private funds: no history
RAUM +22% over the last fiscal year+21% a year over threeIARs 19 to 21
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $98.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $585,340derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 19.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B89%
- Individuals$179M9.5%
- Charitable organizations$11.3M0.6%
- Pension and profit-sharing plans$6.6M0.4%
- Corporations and businesses$2.2M0.1%
- Individual clients
- 479reported
- HNW clients
- 522reported
- Pension plan clients
- 2reported
- Charitable clients
- 2reported
- Accounts
- 3,207reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Kevin SteinbergCertified Financial Planner | Farmington Hills, Mi | Aug 6, 2010 | 40 y | 0 |
| Daniel Edward SederCertified Financial Planner, Chartered Financial Analyst | Farmington Hills, Mi | Aug 9, 2010 | 24 y | 0 |
| Matthew Patrick MondouxCertified Financial Planner, Chartered Financial Analyst | Farmington Hills, Mi | Mar 2, 2017 | 9 y | 0 |
| David Scott ForetCertified Financial Planner | Farmington Hills, Mi | May 19, 2017 | 10 y | 0 |
| Jonathan Arthur JohnsonCertified Financial Planner | Farmington Hills, Mi | Jan 22, 2018 | 10 y | 0 |
| Naoko MckelveyCertified Financial Planner | Farmington Hills, Mi | Oct 11, 2019 | 23 y | 2 |
| Cody James Vanderhagen | Farmington Hills, Mi | Mar 1, 2021 | 10 y | 0 |
| Daniel DusinaChartered Financial Analyst | Farmington Hills, Mi | Jun 2, 2021 | 11 y | 0 |
| Erin Elizabeth GossChartered Financial Analyst | Farmington Hills, Mi | Oct 12, 2021 | 23 y | 1 |
| Adam Robert Larkin | Farmington Hills, Mi | Feb 10, 2023 | 12 y | 0 |
| Deborah Edith VandamCertified Financial Planner | Farmington Hills, Mi | Apr 26, 2023 | 15 y | 0 |
| Gina Renee Digirolamo | Farmington Hills, Mi | Jun 13, 2023 | 13 y | 0 |
| Vincent Parrack | Farmington Hills, Mi | Jun 26, 2023 | 12 y | 1 |
| Andrea Rochelle Cloutier | Farmington Hills, Mi | Jun 17, 2024 | 10 y | 0 |
| Hayden John Kibbey | Farmington Hills, Mi | Oct 7, 2024 | 22 y | 0 |
| Julia Shaw | Farmington Hills, Mi | Jan 14, 2025 | 11 y | 0 |
| Mitchell Lee Kahl | Farmington Hills, Mi | Feb 14, 2025 | 11 y | 0 |
| Tina A Troup | Farmington Hills, Mi | Jan 1, 2026 | 12 y | 1 |
| Dylan Stockwell | Farmington Hills, Mi | Sep 3, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Katherine Joy Ford to Valor Wealth Group, LLCMar 27, 2025 · RIA to a state-registered adviser
- David Alexander Salehi to Salehi Wealth Management, LLCJul 22, 2024 · RIA to a state-registered adviser
- Omar Ahmed Ezz to Olive Tree Asset ManagementSep 8, 2020 · RIA to a state-registered adviser
Joined, latest
- Tina A Troup from Cambridge Investment Research Advisors, Inc.Jan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Katherine Joy Ford from Innovia Wealth, LLCDec 16, 2024 · RIA to RIA
- Vincent Parrack from Hantz Financial Services, Inc.Jun 26, 2023 · RIA to RIA
- Erin Elizabeth Goss from Plante Moran Financial AdvisorsOct 12, 2021 · RIA to RIA
- Naoko Mckelvey from Lumin Financial, LLCOct 11, 2019 · RIA to RIA
- Omar Ahmed Ezz from Azzad Asset Management, Inc.Sep 23, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Eric Donofrio · Chief Compliance Officercontrolsince 03/2025 · owns less than 5%
- Joy Katherine Ford · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- Elizabeth Erin Goss · Chief Operating Officercontrolsince 09/2021 · owns less than 5%
- Edward Daniel Seder · Vice Presidentcontrolsince 01/2013 · owns less than 5%
- Kevin Robert Steinberg · Presidentcontrolsince 07/2004 · owns less than 5%
- Edward Daniel Seder · Trusteecontrolsince 01/2018 · owns F of Daniel E. Seder Living Trust Dtd June 19, 2017
- Frances Cynthia Steinberg · Trusteecontrolsince 01/2018 · owns F of Steinberg Living Trust Dtd June 16, 1991
- Kevin Robert Steinberg · Trusteecontrolsince 01/2018 · owns F of Steinberg Living Trust Dtd June 16, 1991
Entity owners
- Bcp Ventures, Inc. · Member And Managerdirect · owns 75% or more
- Daniel E. Seder Living Trust Dtd June 19, 2017 · Shareholderindirect · owns 50% to 75% of Bcp Ventures, Inc.
- Steinberg Living Trust Dtd June 16, 1991 · Shareholderindirect · owns 50% to 75% of Bcp Ventures, Inc.
Related persons
Schedule D 7.A
- Blue Chip Estate Planning, LLCn
- Blue Chip Tax, LLCinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Farmington Hills, Mi · principal | 19 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026Donofrio, Eric, Paul (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-12-17 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 31, 2026STEINBERG, CYNTHIA, FRANCES (TRUSTEE) left Schedule A between the filings of 2024-12-17 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 31, 2026Ford, Katherine, Joy (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-17 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 2,827 to 3,207May 22, 2025 to Mar 31, 2026
- Advisory employees · 17 to 18May 22, 2025 to Mar 31, 2026
- HNW clients · 453 to 522May 22, 2025 to Mar 31, 2026
- Individual clients · 449 to 479May 22, 2025 to Mar 31, 2026
- Assets in custody · $225M to $267MMay 22, 2025 to Mar 31, 2026
- Employees · 33 to 34May 22, 2025 to Mar 31, 2026
- State-registered IARs · 19 to 21May 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.5B to $1.9BMay 22, 2025 to Mar 31, 2026
- HNW RAUM · $1.3B to $1.7BMay 22, 2025 to Mar 31, 2026
- Individual RAUM · $172M to $179MMay 22, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $14.2M to $18.1MMay 22, 2025 to Mar 31, 2026
- Pension RAUM · $5.9M to $6.6MMay 22, 2025 to Mar 31, 2026
- RAUM · $1.5B to $1.9BMay 22, 2025 to Mar 31, 2026
- Financial planning clients · More than 500 to More than 500Mar 27, 2025 to May 22, 2025
- Accounts · 2,548 to 2,827Dec 17, 2024 to Mar 27, 2025
- Advisory employees · 15 to 17Dec 17, 2024 to Mar 27, 2025
- Corporate clients · 3 to 2Dec 17, 2024 to Mar 27, 2025
- HNW clients · 405 to 453Dec 17, 2024 to Mar 27, 2025
- Individual clients · 410 to 449Dec 17, 2024 to Mar 27, 2025
- Assets in custody · $182M to $225MDec 17, 2024 to Mar 27, 2025
- Employees · 28 to 33Dec 17, 2024 to Mar 27, 2025
- Financial planning clients · 251-500 to More than 500Dec 17, 2024 to Mar 27, 2025
- State-registered IARs · 16 to 19Dec 17, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.3B to $1.5BDec 17, 2024 to Mar 27, 2025
- HNW RAUM · $1.1B to $1.3BDec 17, 2024 to Mar 27, 2025
- Individual RAUM · $155M to $172MDec 17, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $11.4M to $14.2MDec 17, 2024 to Mar 27, 2025
- Pension RAUM · $5.4M to $5.9MDec 17, 2024 to Mar 27, 2025
- RAUM · $1.3B to $1.5BDec 17, 2024 to Mar 27, 2025
- Advisory activities · 3 to 2Jun 5, 2024 to Sep 25, 2024
- Accounts · 2,358 to 2,548Apr 17, 2023 to Feb 28, 2024
- Advisory employees · 12 to 15Apr 17, 2023 to Feb 28, 2024
- HNW clients · 360 to 405Apr 17, 2023 to Feb 28, 2024
- Individual clients · 387 to 410Apr 17, 2023 to Feb 28, 2024
- Assets in custody · $180M to $182MApr 17, 2023 to Feb 28, 2024
- Employees · 25 to 28Apr 17, 2023 to Feb 28, 2024
- State-registered IARs · 13 to 16Apr 17, 2023 to Feb 28, 2024
- Discretionary RAUM · $1.0B to $1.3BApr 17, 2023 to Feb 28, 2024
- HNW RAUM · $899M to $1.1BApr 17, 2023 to Feb 28, 2024
- Individual RAUM · $138M to $155MApr 17, 2023 to Feb 28, 2024
Signals
11 dated events
- Katherine Joy Ford left Blue Chip Partners, Llc for Valor Wealth Group, Llc (registered 2026-05-18)Mar 27, 2025 · Advisor changed firm · fact
- Bishop Elizabeth Smart (Chief Compliance Officer) no longer on Schedule A of Blue Chip Partners, Llc (listed 2024-09-25, absent 2024-12-17)Dec 17, 2024 · Control person left · inference
- Joy Katherine Ford (Chief Compliance Officer) appeared on Schedule A of Blue Chip Partners, LlcDec 17, 2024 · Control person joined · fact
- David Alexander Salehi left Blue Chip Partners, Llc for Salehi Wealth Management, Llc (registered 2024-08-13)Jul 22, 2024 · Advisor changed firm · fact
- Blue Chip Partners, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 27, 2023 · Succession (Item 4) · fact
- Scott David Foret (Chief Compliance Officer) no longer on Schedule A of Blue Chip Partners, Llc (listed 2022-03-30, absent 2022-11-15)Nov 15, 2022 · Control person left · inference
- Bishop Elizabeth Smart (Chief Compliance Officer) appeared on Schedule A of Blue Chip Partners, LlcNov 15, 2022 · Control person joined · fact
- Elizabeth Erin Goss (Chief Operating Officer) appeared on Schedule A of Blue Chip Partners, LlcMar 30, 2022 · Control person joined · fact
- Blue Chip Partners, Llc reported RAUM $1.1B, up 27% from $862.0M (2021-11-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Blue Chip Partners, Llc reported RAUM $767.9M, up 43% from $537.0M (2019-03-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Blue Chip Partners, Llc reported RAUM $539.7M, up 44% from $374.7M (2017-03-20 to 2018-03-06)Mar 6, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BLUE-CHIP-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BLUECHIPPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-848-1111reportedpublic record, Form ADV, Mar 31, 2026
- Team page
- bluechippartners.com/about/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $98.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026