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Blue Marlin Advisors, LLC

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Client assets under management

$5,700,000

Clients

19

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

10

Very Low

Average account size

$300,000

About

Blue Marlin Advisors is a small, state‑registered investment adviser that provides individualized investment management and ongoing financial planning to retail clients, including high‑net‑worth individuals as disclosed in its brochure. The firm manages roughly $5.7 million across a limited client base and may place assets with or refer clients to third‑party outside managers when appropriate.

The firm describes a primary use of passive portfolio construction—index mutual funds and ETFs governed by client‑specific investment policy statements and asset‑allocation targets—alongside model allocations from third parties. It also operates options‑based models and uses derivatives, structured notes, and defined‑outcome or leveraged ETF strategies in separately managed accounts, an approach the brochure highlights as more complex and risk‑sensitive.

Distinctive aspects relative to peers include the principals’ substantial outside business activities in financial publishing and research (reported at roughly 25% and 50% of their time), the firm’s small scale with multiple offices serving a modest number of clients, and an ongoing subscription financial‑planning service. The brochure also notes routine use of outside managers such as Betterment and states the firm does not participate in wrap‑fee programs or offer performance‑based fee arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Passive / index investing

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Fee options

Percentage

$0 - $100,000: Minimum annual fee of $1,000 applies; fee calculated at 1% AUM until minimum reached $100,000+: 1.0% annually for standard investment management accounts $0 - $50,000: Minimum annual fee of $1,500 applies for options model accounts; fee calculated at 3% AUM until minimum reached $50,000+: 3.0% annually for options model accounts

Other

Minimum fee: $1,000 minimum annual fee for standard accounts; $1,500 minimum annual fee for options model accounts Fee-only: Ongoing Financial Planning: $400-$500 upfront plus $200-$350 monthly fee

Main office location

Blue Marlin Advisors, LLC

2054 Vista Parkway, Ste 400

West Palm Beach FL 33411-6742, United States

Number of offices

4

Most active in

More info

Alabama · California · Florida · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (407) 498-5778

Advisors at this firm

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user avatar

Silas P

Series 63, Series 65

Fairhope, AL

Blue Marlin Advisors, LLC

Silas Peters is a financial advisor at Blue Marlin Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gar Wood Securities, LLC and Trades Trending. Peters is also the founder and managing partner of Ocean Capital Partners, a financial publishing company that provides market education and tools through on-demand courses and software. Blue Marlin Advisors serves individual clients with discretionary investment management and subscription-based financial planning. The firm employs a passive, asset-allocation approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options integration.

Options & derivatives strategies Passive / index investing
user avatar

Serge B

Series 65

West Palm Beach, FL

Blue Marlin Advisors, LLC

Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Options & derivatives strategies Passive / index investing
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