Blue Trust Family Office

Overview

Blue Trust, Inc. is the legal entity identified on the firm’s website.³ A Form ADV filing identifies an office in Alpharetta, Georgia, with one employee performing investment advisory functions at that location.¹ A related person filing identifies BLUE TRUST, INC. as an investment adviser and pension consultant under common control.²

The firm describes itself as a fee only fiduciary whose advisors are compensated only by clients.⁴ Blue Trust says it does not receive compensation from product sales.⁵ Its website lists offices in Atlanta, Baltimore, Birmingham, Charlotte, Chicago, Columbia, Columbus, Greenville, Holland, Houston, Indianapolis, Los Angeles, Lynchburg, Naples, Nashville, Orange County, Orlando, Phoenix, and Seattle.²¹

History

The supplied sources identify Ron Blue as the founder of Blue Trust.⁶

Leadership

Executive leadership listings name Brian Shepler as President and Chief Executive Officer, Pam Gibson as Chief Financial Officer and CPA, Pete Kantor as Chief Operating Officer, and Yinka Akinsola as Chief Compliance Officer.¹¹

Additional executive leaders include Christopher Carlson, Chief Fiduciary Officer, Russ Crosson, Chief Mission Officer, Dana Kloes, Head of Human Resources, and Brian McClard, Chief Investment Officer and CFA.¹²

Jamie Spruyt is listed as Senior Managing Director, Family Office, based in Alpharetta, Georgia.¹⁵ Scott Calhoun is listed as Managing Director and Senior Partner with CFP®, CIMA®, CPA/PFS, and CWS® credentials.¹⁶ Kyle Kutz is listed as Private Family Office Director, Senior Family Office Advisor, Senior Partner, and CPA, based in Alpharetta.¹⁷

Services

Blue Trust lists financial planning, investment management, trust and estate services, business consulting, and philanthropic consulting among its services.¹⁴

Its investment management process uses research, portfolio construction, and ongoing due diligence across public and private markets.¹⁸ The firm says its process emphasizes durable economic drivers, avoiding overpayment, and diversification based on time horizon and future cash flow needs.¹⁹

Blue Trust describes its advice as combining financial expertise with biblical wisdom.⁷ Its stated mission framework, “True Riches®,” combines financial resources with eternal purpose.⁸

What the firm offers

• Investment management
• Financial planning
• Trust and fiduciary
• Philanthropy

Client focus

The homepage identifies three client segments: Everyday Steward, Private Wealth, and Family Office.⁹

Family Office services are designed for families and individuals with significant capital, including entrepreneurs, athletes, and entertainers.¹⁰ The firm says these engagements integrate planning, investing, and oversight across family systems, business interests, and long term impact.¹⁰

Listed Family Office capabilities include investment strategy, trust and entity structures, tax coordination, liquidity and lifestyle oversight, and philanthropic planning.¹⁰ Blue Trust also describes coordination with clients’ attorneys, CPAs, private investment managers, and consultants.¹⁰

Family governance work may include clarifying family values, preparing rising generations for stewardship, facilitating inheritance discussions, and designing governance structures.¹⁰ Athlete and entertainer advisory addresses compressed earning timelines, multi state or multi entity income structures, brand and endorsement complexity, and planning beyond active careers.¹⁰

Investment philosophy and approach

Blue Trust says its investment approach combines research, portfolio construction, and continuing due diligence across public and private markets.¹⁸ The firm describes a focus on durable economic drivers, disciplined pricing, and diversification that reflects each client’s time horizon and future cash flow needs.¹⁹

FAQs

Related resources

• LocationMultifamily offices in Georgia

  This page helps Georgia families and business owners understand what multifamily offices may offer, including investment management, planning, trust support, and philanthropy coordination. Reviewing the listed firms can give a reader questions to ask Blue Trust about its fee only fiduciary approach and the family office support they may need.

• Network siteEstatePlanner.com

  EstatePlanner.com offers guides on wills, trusts, and estate planning that can help families prepare for discussions with an adviser. Readers considering Blue Trust can use these materials to clarify goals around wealth transfer, fiduciary arrangements, charitable giving, and the role of trust services.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its articles can help a business owner or family compare operating models, identify useful questions about investment management and planning, and consider whether family office support fits their financial responsibilities.

• GuideData privacy and security with an MFO

  This MultifamilyOffices.com resource explains privacy and security questions families may raise when sharing financial, trust, and philanthropic information with an office. A prospective client can use it to ask Blue Trust how information is handled across investment management, planning, fiduciary, and family office support services.

• Similar firmsNicholas Hoffman & Company
  Bison Wealth
  BT Family Office

  Profiles for Nicholas Hoffman & Company, Bison Wealth, and BT Family Office offer additional points of reference when researching firms serving wealthy families or business owners. Comparing their stated services and client focus with Blue Trust's investment management, planning, trust, philanthropy, and family office support can help organize follow up questions.

Sources

1. SEC Form ADV PDF , accessed 2026-10-23.
2. SEC Form ADV PDF , accessed 2026-10-23.
3. Blue Trust homepage , accessed 2026-10-23.
4. Why Blue Trust , accessed 2026-10-23.
5. Why Blue Trust , accessed 2026-10-23.
6. Why Blue Trust , accessed 2026-10-23.
7. Blue Trust homepage , accessed 2026-10-23.
8. Why Blue Trust , accessed 2026-10-23.
9. Blue Trust homepage , accessed 2026-10-23.
10. Family Office services , accessed 2026-10-23.
11. Leadership , accessed 2026-10-23.
12. Leadership , accessed 2026-10-23.
13. Family Office services , accessed 2026-10-23.
14. Family Office services , accessed 2026-10-23.
15. Family Office services , accessed 2026-10-23.
16. Family Office services , accessed 2026-10-23.
17. Investment management , accessed 2026-10-23.
18. Investment management , accessed 2026-10-23.
19. Family Office services , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.