James Blue
Private Harbour Investment Management & Counsel LLC. · Solon, Ohio
James Blue is a fee-only financial advisor at Private Harbour Investment Management & Counsel LLC. in Solon, Ohio, who holds the CFA credential. Private Harbour Investment Management & Counsel LLC. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Private Harbour Investment Management & Counsel LLC. |
|---|---|
| Based in | Solon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $169.2M across 316 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, OH, TX, VA · CRD 2703373 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How James's firm compares
- Private Harbour Investment Management & Counsel LLC.'s average account is about $535,000, from its Form ADV (assets managed divided by 316 accounts).
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Questions about James
Is James Blue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Private Harbour Investment Management & Counsel LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Private Harbour Investment Management & Counsel LLC., reports charging a percentage of assets on its SEC Form ADV.
Where is James Blue based?
James Blue is based in Solon, Ohio.
What credentials does James Blue hold?
James Blue holds the CFA credential.
Is James Blue registered with the SEC?
Yes. James Blue is registered as an investment adviser representative in FL, OH, TX and VA (CRD 2703373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Harbour Investment Management & Counsel LLC. manage?
Private Harbour Investment Management & Counsel LLC. reports $169.2M across 316 accounts in assets under management.
How do I contact James Blue?
Contact details aren't on file yet. Search for Private Harbour Investment Management & Counsel LLC..
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
- 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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