Caleb Frankart
Blue Jay Financial Group · Defiance, Ohio
Caleb Frankart is a fee-only financial advisor at Blue Jay Financial Group in Defiance, Ohio. Caleb charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Blue Jay Financial Group |
|---|---|
| Based in | Defiance, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $113.5M across 676 accounts |
| SEC registration | Investment adviser representative in FL, IN, MI, OH, TX · CRD 6169490 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bluejayfg.com |
| Profile |
How Caleb's firm compares
- Blue Jay Financial Group's average account is about $168,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Caleb
Is Caleb Frankart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Blue Jay Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb charges a percentage of assets.
How much does Caleb charge?
According to Blue Jay Financial Group's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Caleb Frankart based?
Caleb Frankart is based in Defiance, Ohio.
What does Caleb specialize in?
Caleb's specialties include retirement planning. Caleb works with pre-retirees.
Is Caleb Frankart registered with the SEC?
Yes. Caleb Frankart is registered as an investment adviser representative in FL, IN, MI, OH and TX (CRD 6169490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Jay Financial Group manage?
Blue Jay Financial Group reports $113.5M across 676 accounts in assets under management.
How do I contact Caleb Frankart?
Through Caleb's website, www.bluejayfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Jay Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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