Adviser Record

Deep Blue Investment Advisors

Registered investment adviser · Tampa, FL · CRD #115344

Form ADV data as of 2026-09-01
Regulatory assets
$18.16 billion
Total accounts
33
Employees
20
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$12.43 billion
Non-discretionary regulatory assets under management$5.74 billion
Total regulatory assets under management$18.16 billion
Discretionary accounts17
Non-discretionary accounts16
Total accounts33
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)20
Employees performing investment advisory functions (including research)9
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state7
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf3

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsEducational seminars/workshopsOther

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)8$9.59 billion
State or municipal government entities (including government pension plans)25$8.58 billion