Blue Vase Capital Management (Washington)

Name: Blue Vase Capital Management
Address: 1720 Washington Road, Washington, PA, 15301
Telephone: 866-606-2826

Blue Vase Capital Management is a large advisory firm based in Washington. It manages $54.39 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Indiana, Kansas, and 5 other states.

Blue Vase Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Vase Capital Management: assets under management

The assets under management (AUM) of Blue Vase Capital Management is $54.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $248.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Vase Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Blue Vase Capital Management

Clifford Michael Mccormick has been acting as President since 1 Jan 2004. Scott Timothy Dooley has served as the Chief Investment Officer since 1 Jan 2004. Philip Arlen Nichols joined the executive team most recently as the Cfo And Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Blue Vase Holdings	Holding company	1 Jan 2004	Other	16-1671225
Clifford Michael Mccormick	General member/president/ceo	1 Jan 2004	25% - 50%	1566236
Susan Louise Holmes	Member/chief compliance officer	1 Jan 2004	Other	2447692
William Harold Laughlin	Member	1 Jan 2004	Other	1527661
Scott Timothy Dooley	Member/chief investment officer	1 Jan 2004	Other	4225054
James Marshall Eisnor	Member/managing partner	1 Nov 2005	Other	4731277
Philip Arlen Nichols	Cfo and coo	1 Jan 2007	Other	4043645

Based in Washington

The principal office where Blue Vase Capital Management performs its advisory services is located at 1720 Washington Road, Washington, PA 15301 The mailing address of the firm is 1720 Washington Road, Washington, PA 15301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-606-2826 or by fax 724-745-6895. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bvcm.com.