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 Edge Capital, LLC
Latest filing Apr 1, 2026
First filing on the tape Mar 27, 2013 · 17 filings
SEC status approved since Apr 16, 2013
RAUM
$765M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
83%
$635M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$191M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$765M as of Apr 1, 2026
Apr 1, 2014$153M then
HNW client RAUM$615M as of Apr 1, 2026
Mar 26, 2018$210M then
State-registered IARs (5.B.3)4 as of Apr 1, 2026
Apr 1, 20144 then
Employees (5.A)5 as of Apr 1, 2026
Apr 1, 20144 then
Private funds: no history
RAUM +10% over the last fiscal year+13% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $191MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$615M80%
- Charitable organizations$116M15%
- Individuals$19.8M2.6%
- Pension and profit-sharing plans$12.8M1.7%
- Corporations and businesses$1.1M0.1%
- Individual clients
- 43reported
- HNW clients
- 104reported
- Pension plan clients
- 5reported
- Charitable clients
- 19reported
- Accounts
- 420reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Marshall Bagley Reid | Richmond, Va | Dec 14, 2010 | 34 y | 1 |
| Peter Hartwell Bowles | Richmond, Va | Mar 7, 2011 | 25 y | 0 |
| Margaret Parsons Fretz | Richmond, Va | Jun 27, 2011 | 32 y | 0 |
| Armistead Churchill Young | Richmond, Va | Mar 30, 2025 | 27 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Ellen Elizabeth Spong to Atlantic Union Municipal Advisors, IncMar 4, 2024 · RIA to a newly registered adviser
Joined, latest
- Armistead Churchill Young from Cary Street PartnersMar 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- Marshall Bagley Reid from Atlantic Capital Management LLCDec 14, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hartwell Peter Bowles · Managing Director/Membercontrolsince 10/2010 · owns 25% to 50%
- Parsons Margaret Fretz · Chief Operating Officer/Chief Compliance Officercontrolsince 11/2010 · owns 10% to 25%
- Bagley Marshall Reid · Managing Director/Membercontrolsince 10/2010 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Richmond, Va · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 386 to 420Mar 31, 2025 to Apr 1, 2026
- HNW clients · 84 to 104Mar 31, 2025 to Apr 1, 2026
- Individual clients · 34 to 43Mar 31, 2025 to Apr 1, 2026
- Pension plan clients · 6 to 5Mar 31, 2025 to Apr 1, 2026
- Discretionary RAUM · $684M to $754MMar 31, 2025 to Apr 1, 2026
- HNW RAUM · $540M to $615MMar 31, 2025 to Apr 1, 2026
- Individual RAUM · $23.8M to $19.8MMar 31, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $8.7M to $11.0MMar 31, 2025 to Apr 1, 2026
- Pension RAUM · $16.0M to $12.8MMar 31, 2025 to Apr 1, 2026
- RAUM · $693M to $765MMar 31, 2025 to Apr 1, 2026
- Accounts · 369 to 386Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 3 to 4Mar 28, 2024 to Mar 31, 2025
- HNW clients · 81 to 84Mar 28, 2024 to Mar 31, 2025
- Individual clients · 33 to 34Mar 28, 2024 to Mar 31, 2025
- Employees · 4 to 5Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 31, 2025
- State-registered IARs · 3 to 4Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $650M to $684MMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $516M to $540MMar 28, 2024 to Mar 31, 2025
- Individual RAUM · $14.5M to $23.8MMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.6M to $8.7MMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $15.9M to $16.0MMar 28, 2024 to Mar 31, 2025
- RAUM · $657M to $693MMar 28, 2024 to Mar 31, 2025
- Accounts · 340 to 369Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 4 to 3Mar 30, 2023 to Mar 28, 2024
- HNW clients · 61 to 81Mar 30, 2023 to Mar 28, 2024
- Individual clients · 53 to 33Mar 30, 2023 to Mar 28, 2024
- Pension plan clients · 7 to 6Mar 30, 2023 to Mar 28, 2024
- Employees · 5 to 4Mar 30, 2023 to Mar 28, 2024
- State-registered IARs · 4 to 3Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $524M to $650MMar 30, 2023 to Mar 28, 2024
- HNW RAUM · $378M to $516MMar 30, 2023 to Mar 28, 2024
- Individual RAUM · $36.3M to $14.5MMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $5.6M to $7.6MMar 30, 2023 to Mar 28, 2024
- Pension RAUM · $18.1M to $15.9MMar 30, 2023 to Mar 28, 2024
- RAUM · $530M to $657MMar 30, 2023 to Mar 28, 2024
- Accounts · 300 to 340Mar 25, 2022 to Mar 30, 2023
- Charity clients · 17 to 19Mar 25, 2022 to Mar 30, 2023
- HNW clients · 27 to 61Mar 25, 2022 to Mar 30, 2023
- Individual clients · 80 to 53Mar 25, 2022 to Mar 30, 2023
Signals
3 dated events
- Ellen Elizabeth Spong left Blue Edge Capital, Llc for Atlantic Union Municipal Advisors, Inc (registered 2024-03-10)Mar 4, 2024 · Advisor changed firm · fact
- Blue Edge Capital, Llc reported RAUM $451.0M, up 43% from $315.7M (2020-06-24 to 2021-02-03)Feb 3, 2021 · RAUM change · derived
- Blue Edge Capital, Llc filed its initial SEC registration (Form ADV)Mar 27, 2013 · First SEC registration · fact
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
- Business email
- info@blueedgecap.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- cyoung@blueedgecap.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- breid@blueedgecap.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- mdeguenther@blueedgecap.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 804-673-7403reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 804-673-7401reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 804-673-7402reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BLUE-EDGE-CAPITAL-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- BLUEEDGECAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 804-673-7401reportedpublic record, Form ADV, Apr 1, 2026
- Contact form
- blueedgecap.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- blueedgecap.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- $191Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026