Bluestone Financial Advisors, LLC
● SEC registered since 2022CRD 146946SEC# 801-124948Bethesda, MD
Reg. AUM
$207.3M
Employees
3
Accounts
137
Location
Bethesda, MD
Bluestone Financial Advisors, LLC assets under management
Bluestone Financial Advisors, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2022. It reports $207.3 million in regulatory assets under management and employs 3 people.
Bluestone Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Scott Cosgrove | Principal And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Bluestone Financial Advisors, LLC manage?
Bluestone Financial Advisors, LLC reports $207.3 million in regulatory assets under management on its Form ADV.
How many employees does Bluestone Financial Advisors, LLC have?
Bluestone Financial Advisors, LLC reports 3 employees.
Where is Bluestone Financial Advisors, LLC located?
Bluestone Financial Advisors, LLC is based in Bethesda, MD and has been SEC-registered since 2022.
Does Bluestone Financial Advisors, LLC disclose fund performance?
Bluestone Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7910 Woodmont Avenue, Suite 1350, Bethesda, MD 20814 |
| Phone | (301) 841-0203 |
| Fax | (240) 465-0689 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$207.3Mregulatory AUM
Discretionary $190MNon-discretionary $17.3M