BLUE RIDGE WEALTH PLANNERS
Latest filing: Mar 31, 2025 (78 days ago)
AUM
$275,684,151
37% change vs. 1 year ago
135% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
20
-9% change vs. 1 year ago
18% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
KNOXVILLE, TN
9725 COGDILL ROAD, KNOXVILLE, TN, UNITED STATES, 37932
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 677 | $0.2 |
| Average Individual AUM | $281,392 | |
| HNW | 46 | $0.1 |
| Average HNW AUM | $1,851,784 | |
| Retail Total | 723 | $0.3 |
| Average Retail AUM | $381,306 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 98% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| FUGATE, BRADLEY, ROBERT | MANAGING DIRECTOR |
| FUGATE, ROBERT, HARRY | MEMBER AND WEALTH PLANNER |
| VANDERGRIFF, JOHN | MEMBER AND WEALTH PLANNER |
| FUGATE, ROBIN, RENEE | MEMBER |
| VANDERGRIFF, ASHLEY | MEMBER |
| PAYNE, CHRISTOPHER, LEE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARC MORRIS | KNOXVILLE | TN | S65|2019-10-18 | ||||||
| AUSTIN BALLENGER | KNOXVILLE | TN | S65|2024-02-12 | ||||||
| JONATHAN MILLS | KNOXVILLE | TN | S65|2018-08-31 | ||||||
| JOHN VANDERGRIFF | KNOXVILLE | TN | S65|2013-07-22 | ||||||
| ROBERT FUGATE | KNOXVILLE | TN | S63|1998-09-12|S65|1999-06-23|S66|2006-04-24 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| RICHARD HILL | KNOXVILLE | TN | S65|2019-06-13 | ||||||
| BRADLEY FUGATE | KNOXVILLE | TN | S66|2016-03-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.1 | 37% | 22 | -2 | -9% |
| 2023-04-04 | $0.1 | $0.1 | 84% | 22 | -2 | -9% |
| 2022-04-01 | $0.1 | $0.2 | 135% | 17 | 3 | 18% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, FL-03/23/2022, GA-03/23/2022, NC-10/20/2023, TN-03/23/2022, TX-03/23/2022, VA-10/20/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV