Firm
Blue River Capital Management
Portland, Oregon
Fee-only
Blue River Capital Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 55 individual clients, 11 of them high net worth.
- Its average account is about $305,000 (assets it manages divided by its 136 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | brcm.co |
| Phone | (503) 498-9283 |
Blue River Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Our tiered fee structure starts at 0.85% per year and decreases for larger accounts, and we have no investment minimum." source
"Our tiered fee structure starts at 0.85% per year and decreases for larger accounts, and we have no investment minimum." source
"Our tiered fee structure starts at 0.85% per year and decreases for larger accounts, and we have no investment minimum." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $41 million |
| Individual clients | 44 |
| High-net-worth clients | 11 |
| Accounts managed | 136 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 328888 |