# Philip Bagdade

> Philip Bagdade is a fee-only financial advisor at Blue River Capital Management in Portland, Oregon, who holds the CFA credential. Philip charges a percentage of assets (0.85% a year on the first tier of assets managed and no asset minimum).

Page: https://find.wellspent.co/advisors/philip-bagdade/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue River Capital Management
- **Based in:** Portland, Oregon
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.85% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $41.5M across 136 accounts
- **Credentials:** CFA
- **CRD:** 6134042 (https://adviserinfo.sec.gov/individual/summary/6134042)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 65 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://brcm.co

## Frequently asked questions

### Is Philip Bagdade a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Blue River Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip charges a percentage of assets.

### How much does Philip charge?

According to Blue River Capital Management's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; no asset minimum.

### Where is Philip Bagdade based?

Philip Bagdade is based in Portland, Oregon.

### What credentials does Philip Bagdade hold?

Philip Bagdade holds the CFA credential.

### Is Philip Bagdade registered with the SEC?

Yes. Philip Bagdade is registered as an investment adviser representative in OR and WA (CRD 6134042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue River Capital Management manage?

Blue River Capital Management reports $41.5M across 136 accounts in assets under management.

### How do I contact Philip Bagdade?

Through Philip's website, brcm.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6134042): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://brcm.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.