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BLUE JAY FINANCIAL GROUP, LLC
CRD 296467 · SEC 801-134428
509 FOURTH STREET, DEFIANCE, OH, 43512, United States
Phone
419-785-4525
Fax
877-369-5269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.5M
Discretionary AUM
$112.6M
Team
9 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $70.2M |
| High net worth individuals | 23 | $42.2M |
| Pension/profit sharing plans | 20 | $997K |
States served
IN, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD