James Stuart
Blue Chip Financial Advisors · Seville, Ohio
James Stuart is a fee-only financial advisor at Blue Chip Financial Advisors in Seville, Ohio. Blue Chip Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Blue Chip Financial Advisors |
|---|---|
| Based in | Seville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1M across 7 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4521257 |
| Exams passed | Series 63 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How James's firm compares
- Blue Chip Financial Advisors's average account is about $143,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about James
Is James Stuart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Blue Chip Financial Advisors 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, Blue Chip Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Stuart based?
James Stuart is based in Seville, Ohio.
Is James Stuart registered with the SEC?
Yes. James Stuart is registered as an investment adviser representative in OH (CRD 4521257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Chip Financial Advisors manage?
Blue Chip Financial Advisors reports $1M across 7 accounts in assets under management.
How do I contact James Stuart?
Contact details aren't on file yet. Search for Blue Chip Financial Advisors.
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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