Brian C. Shevland

Bluestone Capital Management, LLC

23 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Bluestone Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

22 clients

Average Client Portfolio

$16.0M average

Assets Under Management

$351.5M

Fee Structure

Financial Planning:Investment management only

Location

37 West Ave, Suite 301, Wayne, PA, 19087

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2024

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Brian is a part owner and president of R5 Partners, a holding company. He is also an owner of Alpha Capital Partners and a director of Digital World Acquisition Corp (DWAC), dedicating minimal time to the latter.