Blue Trust
Blue Trust is a privately held, fee-only fiduciary wealth management firm advising on $62B for 11,000+ clients across 18 U.S. offices, serving Everyday Steward, Private Wealth, and Family Office segments with biblically-informed financial planning, investment management, and trust services.
- Company typePrivate
- Founded1979
- HeadquartersAlpharetta, United States
- Headcount251–500
- GTM typeB2C
- OfferingServices
What Blue Trust does
Blue Trust, Inc. is a privately held, fee-only fiduciary wealth management firm headquartered in Alpharetta, Georgia, founded in 1979 by Ron Blue as Ronald Blue & Co. and rebranded to Blue Trust in December 2023. The firm advises on more than $62 billion in assets for over 11,000 individuals and families across 18 U.S. offices, serving clients in all 50 states through in-person and virtual channels via 140+ financial advisors. Service delivery is organized into three tiers — Everyday Steward ($200K–$2M investable assets), Private Wealth ($1M+ investable / $2M+ net worth), and Family Office (~$30B AUA across 250 families) — with dedicated practices for Athletes & Entertainers, Business Owners, and Institutional clients such as ministries and foundations.
Core offerings include Financial Planning, Investment Management (Principles-Based Investing and ACCESS Portfolios), Trust & Estate Services with corporate trustee capability, Business Consulting for middle-market transitions, and Philanthropic Consulting through its subsidiary Calvin Edwards & Company. The technology stack is largely partner-sourced: BluePort Investments runs on Orion Advisor, the Wealth Management Portal on eMAPlan, the BlueGive donor-advised fund platform is delivered via GiveClear Foundation and TIFIN Wealth, and a faith-based private investing platform was launched in September 2024 with Vident Asset Management, Brightlight, and Mammoth Technology, alongside a $1 billion alternatives milestone on the iCapital platform. Two wholly owned operating subsidiaries (Calvin Edwards & Company and BlueGive) extend the platform into philanthropic due diligence and digital DAF services.
The firm is compensated exclusively through client-paid advisory fees with no product sales commissions, reinforcing the fiduciary positioning. Distribution combines direct advisor relationships across the 18-office national footprint with content marketing (Insights, True Riches Series with John Maxwell, Wisdom For Wealth newsletter) and faith-based community engagement including biblical stewardship seminars. The firm reports a 96% client retention rate and an 89 Net Promoter Score, and is led by President/CEO Brian Shepler with a senior team spanning CFO, COO, Chief Fiduciary Officer, and regional Managing Directors.
Blue Trust firmographics
Firmographics- Name
- Blue Trust
- Legal name
- Blue Trust, Inc.
- Website
- https://bluetrust.com
- Company type
- Private
- Founded year
- 1979
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Blue Trust is a privately held, fee-only fiduciary wealth management firm advising on $62B for 11,000+ clients across 18 U.S. offices, serving Everyday Steward, Private Wealth, and Family Office segments with biblically-informed financial planning, investment management, and trust services.
- Ownership category
- akta.pro rank
Blue Trust industry classification
Industry- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Trust & Fiduciary Services (FSAEAKAF)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Philanthropic & Charitable Trust Services (FSAAANAI), Personal & Family Trust Services (FSAAANAA)
Keywords
Where Blue Trust is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Offices19 records
Markets served
Blue Trust business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fee-Only Advisory Services: Blue Trust operates as a fee-only fiduciary firm, compensated only by clients. The firm does not receive compensation from product sales, reducing potential conflicts of interest. Revenue is generated through advisory fees for financial planning, investment management, trust services, and consulting.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Blue Trust product offering
Product offeringCore offering
Blue Trust is a fee-only fiduciary wealth management firm that delivers comprehensive financial planning, investment management, trust and estate services, business consulting, and philanthropic consulting to individuals, families, and institutional clients. The firm operates through three service tiers — Everyday Steward, Private Wealth, and Family Office — providing biblically-informed guidance that coordinates investing, tax, estate, and generosity decisions across more than $62 billion in assets under advisement for over 11,000 client households.
Product overview
Blue Trust is a faith-based wealth management firm offering a multi-tiered service model through three divisions: Everyday Steward (for individuals with $200K-$2M investable assets), Private Wealth (for those with $1M+ investable assets), and Family Office (for families of significant wealth with $30B under advisement). The firm provides five core services: Financial Planning, Investment Management (Principles-Based Investing with $62B in assets), Trust & Estate Services, Business Consulting, and Philanthropic Consulting through Calvin Edwards & Company. Product offerings include the BlueGive digital donor-advised fund platform, ACCESS Portfolios for values-aligned investing, and a faith-based private investing platform built with Vident Asset Management. The firm operates as a fee-only fiduciary and serves over 11,000 individuals and families across 18 offices nationwide since its founding in 1979.
Differentiator
Problem solved
Functional benefit
Brands
- Calvin Edwards & Company: Philanthropic consulting division providing investment-grade research and disciplined evaluation for donors, foundations, faith-based entities, and agencies
- BlueGive
- True Riches
- Everyday Steward
- Private Wealth
- Family Office
Companies that use Blue Trust
Customer profileNamed customers2 records
Segments6 records
Ideal customer profiles1 record
Blue Trust technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Blue Trust partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- iCapitalcoreBlue Trust clients have invested $1 billion on the iCapital platform, a global fintech platform providing access to alternative investments for the wealth management industry. This partnership enables Blue Trust to offer alternative investments to high-net-worth clients.
- Vident Asset ManagementcoreSelected by Blue Trust to build a faith-based private investing platform providing specialized due diligence and state-of-the-art technology for advisors and clients to access investments aligned with their faith and values.
- BrightlightcorePartnered with Blue Trust to develop a revolutionary faith-based private investing platform for values-aligned investment opportunities.
- Mammoth TechnologycoreTechnology partner selected to build Blue Trust's faith-based private investing platform with state-of-the-art technology.
- TIFIN WealthcoreLaunched BlueGive, a digital donor-advised fund platform in partnership with TIFIN Wealth, the AI engine for organic growth, to help facilitate the charitable giving of Blue Trust's clients.
- Church Law & Tax (Christianity Today)minorPartnership with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary tool featuring compensation best practices and guidance on personal financial topics including budgeting, debt management, and retirement planning.
- GiveClear FoundationcoreGiveClear Foundation is a registered 501(c)(3) DAF Sponsor partnered with Blue Trust to offer the BlueGive donor-advised fund program for facilitating charitable giving.
Scale indicators10 records
Recent moves12 records
Expansion highlights6 records
Blue Trust competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large fee-only RIA with multi-billion AUA and a comparable multi-tier service model spanning mass-affluent through Family Office clients. Closest direct comp on business model and scale to Blue Trust.
- Carson Group: Large faith-friendly RIA and coaching ecosystem serving advisors and their clients across the US. Comparable in scale and has similar Christian-advisor positioning to Blue Trust.
- Mercer Advisors: National RIA with family office, trust, and estate services, including dedicated sports-and-entertainment practice that overlaps Blue Trust's Family Office division.
- Glenmede: Wealth management and trust company serving HNW/UHNW families and foundations with investment, trust, and estate services. Overlaps with Blue Trust's Private Wealth and Family Office offerings.
- Bessemer Trust: Privately-held multi-family office providing investment management, trust and estate services to UHNW families. Directly comparable to Blue Trust's Family Office tier.
- Mariner Wealth Advisors: National RIA with integrated family office, trust, estate, and investment management services. Overlaps Blue Trust's Private Wealth and Family Office divisions and competes for similar HNW/UHNW advisor talent.
- Buckingham Strategic Wealth: Fee-only RIA offering financial planning, investment management, and tax services to HNW households. Closely aligned with Blue Trust's fiduciary, fee-only service model.
Broad incumbents
- Northern Trust Wealth Management: Major incumbent wealth manager with deep trust, estate, and family office capabilities. Competes for Blue Trust's Family Office and institutional clients as a broader-market incumbent.
- Edelman Financial Engines: Large national RIA combining personal financial planning with employer-sponsored advice. Overlaps Blue Trust's Everyday Steward segment at broader scale.
Others
- Focus Financial Partners: RIA consolidator and partnership platform for independent wealth management firms. Relevant as a potential acquirer/capital partner for Blue Trust given the firm's growth orientation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Blue Trust social profiles
Digital presenceBlue Trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
Blue Trust leadership team
Management profileNumber of profiles
Blue Trust subsidiaries and ownership
Company hierarchySubsidiaries2 records
Blue Trust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Blue Trust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Blue Trust
What does Blue Trust do?
Blue Trust is a fee-only fiduciary wealth management firm that delivers comprehensive financial planning, investment management, trust and estate services, business consulting, and philanthropic consulting to individuals, families, and institutional clients. The firm operates through three service tiers — Everyday Steward, Private Wealth, and Family Office — providing biblically-informed guidance that coordinates investing, tax, estate, and generosity decisions across more than $62 billion in assets under advisement for over 11,000 client households.
Is Blue Trust a public or private company?
Blue Trust is a private company. It is currently operating.
When was Blue Trust founded?
Blue Trust was founded in 1979. It employs 251 to 500 people.
Where is Blue Trust based?
Blue Trust is headquartered in Alpharetta, United States, in the North America region.
How does Blue Trust make money?
One revenue line is on record: fee-Only Advisory Services.
Who are Blue Trust's main competitors?
Direct peers on record are Creative Planning, Carson Group, Mercer Advisors, Glenmede, Bessemer Trust, Mariner Wealth Advisors and Buckingham Strategic Wealth. Broad incumbents are Northern Trust Wealth Management and Edelman Financial Engines. Focus Financial Partners is listed as an others.
Does Blue Trust have an API?
No public API is recorded for Blue Trust.
What industry is Blue Trust in?
Its primary akta.pro industry code is FSAEAKAF, Family Office Trust & Fiduciary Services, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6282.