Ronald Blue & Co LLC (Roswell)

Name: Ronald Blue & Co LLC
Address: 300 Colonial Center Parkway, Roswell, GA, 30076 8843
Telephone: 770-280-6000

Ronald Blue & Co LLC is a large advisory firm based in Roswell. It manages $6.64 billion of regulatory assets for 16,436 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Ronald Blue & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and also offer business tax consulting, business transitions, family multi-generational planning,. It prepares financial plans for approximately 2,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ronald Blue &: assets under management

The assets under management (AUM) of Ronald Blue & Co LLC is $6.64 billion. The firm's AUM has grown by 191% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.54 billion in discretionary accounts and $1.1 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $351.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.65 million.

Ronald Blue & has custody of $95.42 million in cash and securities for 138 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ronald Blue & Co LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ronald Blue & Co LLC

Paul Douglas Wilson has been acting as President since 1 Jan 2000. Don M Christensen joined the executive team most recently as the Evp Professional Athlete Division, Management Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Wayne Blue	Owner of class b llc membership units	1 Nov 1979	Other	1828189
C Scott Houser	Chief compliance officer	1 Jan 1983	Other	1800884
Wendel Kent Blue	Treasurer	1 Oct 1990	Other	2169249
John Hocevar	Board of directors	1 Jan 1993	Other	4939918
Anthony Wauterlek	Board of directors	1 Jan 1993	Other	460364
Ralph Gordon Walls	Board of directors	1 Jan 1993	Other	2460616
Bert G. Stumberg	Board of directors	1 Jan 1993	Other	4939332
Thomas Edward Larkin	Executive vice president	1 Apr 1994	Other	4299090
Paul Douglas Wilson	President/coo	1 Jan 2000	Other	4299091
Deborah Kimery	V.p. investments/elected manager	1 Jan 2000	Other	2919976
Deborah Kay Kimery	V.p. investments, chairperson of management committee	1 Jan 2000	Other	2919976
Inc. Rbc Investors	Member	1 Jan 2002	25% - 50%	38-3221675
Roger Clarence Stull	Member	1 Jan 2002	Other	4565442
Nell Johnson Ludwig	Member	1 Jan 2002	Other	4565450
Jerry L Tubergen	Board of directors	1 Jan 2002	Other	4380940
Roy R Carpenter	Chief executive officer	1 Feb 2002	Other	4520136
Russell Dale Crosson	President-elected manager	1 Jun 2002	Other	810853
Deborah Kay Kimery	Sec. of llc, evp operations, chairperson-management committee	1 Jun 2002	Other	2919976
Brian Lowell Shepler	Cfo, evp client services, management committee member	1 Jun 2002	Other	2709849
Charles Lee Germany	V.p. practice areas/elected manager	1 Jun 2002	Other	4562511
Brian Lowell Shepler	V.p. - chief financial officer	1 Jan 2003	Other	2709849
George Eldon Andrews	Board of directors	1 Jan 2004	Other	2317215
Mark Arthur Novotny	Board of directors	1 Jan 2004	Other	827301
Vince Leonard Birley	Vice president	1 Oct 2004	Other	1406263
Don M Christensen	Board of directors	1 Jan 2006	Other	2523611
Bruce Charles Williams	Board of directors	1 Mar 2007	Other	2239389
Vince Leonard Birley	Vice president, advisor services	1 Jan 2009	Other	1406263
Patricia C Warren	Vice president human resources	1 Jan 2009	Other	5709517
Mark Arthur Novotny	Principal	1 Jan 2009	Other	827301
Roger Williams Gum	Principal	1 Jan 2009	Other	2739020
Kevin Klok	Principal	1 Jan 2009	Other	2402114
Kevin Jay Klok	Elected manager	1 Jan 2009	Other	2402114
John David Miley	Elected manager	1 Jan 2010	Other	1974931
Randall Earl Schroeder	Elected manager	1 Jan 2010	Other	2379412
James David Wise	Principal, management committee member	1 Jan 2011	Other	1361204
Mark Arthur Novotny	Principal, management committee member	1 Jan 2012	Other	827301
Michael Lee Searcy	Principal, member of management committee	1 Dec 2012	Other	1049897
Jeffrey Douglas Chinery	Principal, management committee member	1 Dec 2012	Other	2481735
Gregory Scott Gilbert	Principal, member of management committee	1 Dec 2012	Other	3061424
Charles Henry Koretke	Chief compliance officer, member of management committee	1 Apr 2013	Other	6187172
Deborah Kay Kimery	Exec. v.p., chairperson of management committee	1 Dec 2013	Other	2919976
Aaron Cleve Klopfenstein	Principal, management committee member	1 Feb 2014	Other	4521987
Heather Lea Thornburgh	Chief compliance officer, member of management committee	1 Feb 2014	Other	6302385
Derek Vincent Irish	Member of management committee	1 Jan 2015	Other	3056842
Peter Zack Fulmer	Sr. private wealth advisor, management committee member	1 Dec 2015	Other	4522195
Don M Christensen	Exec. v.p. pad, management committee member	1 Dec 2015	Other	2523611
Don M Christensen	Evp professional athlete division, management committee member	1 Jan 2016	Other	2523611

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Tubergen	Shareholder class b	1 Jan 2000	25% - 50%	4380940
Rdv Corporation	Shareholder class b	1 Jan 2000	75% - 100%	38-2977544

Based in Roswell

The principal office where Ronald Blue & Co LLC performs its advisory services is located at 300 Colonial Center Parkway, Roswell, GA 30076 8843, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-280-6000 or by fax 404-806-4441. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at rbis.ronblue.com.