Philip Bagdade
Blue River Capital Management · Portland, Oregon
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).
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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 | $41.5M across 136 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR, WA · CRD 6134042 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | brcm.co |
| Profile |
How Philip's firm compares
- Blue River Capital Management's average account is about $305,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Philip
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.
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 River Capital Management 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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