Ronald Blue & Co., LLC

Overview

RONALD BLUE & CO., LLC (CRD 104605) is organized as a limited liability company and lists Roswell, Georgia, as its principal office city.¹ The firm reports 6,800 clients, approximately 1% of whom are non-United States persons.¹ Its reported client groups include individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and pooled investment vehicles.¹

History

The firm’s published operating history traces to Christian Financial Management. It was renamed Ronald Blue & Co. in 1987, later became Ronald Blue Trust, and subsequently became Blue Trust.²

Leadership

Ronald Wayne Blue is listed as an owner of Class B LLC membership units.¹ Russell Dale Crosson is President-Elected Manager and the only direct owner listed with 5% ownership.¹ Deborah Kay Kimery is Secretary of the LLC, Executive Vice President of Operations, and chairperson of the Management Committee.¹ Brian Lowell Shepler is CFO and Executive Vice President of Client Services.¹ Heather Lea Thornburgh is Chief Compliance Officer.¹ Aaron Cleve Klopfenstein is Managing Director.¹ Derek Vincent Irish and Peter Zack Fulmer are Senior Private Wealth Advisors.¹ Don M. Christensen is Executive Vice President of the Professional Athlete Division.¹

Services

The firm reports financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting, adviser selection, and educational seminars and workshops.¹ Additional advisory activities include business tax consulting, business transitions, and family multigenerational planning.¹ Published service areas also include investment management, trust and estate settlement, retirement and estate planning, family-office services, philanthropic strategies, business consulting, and institutional client services.¹³

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Retirement planning

Client focus

The firm describes services for everyday financial-advice clients, private-wealth clients, and families needing family-office services.⁴ Its institutional offering serves churches, ministries, endowments, foundations, and charitable trusts.⁵

Investment philosophy and approach

The firm says its philosophy combines financial expertise with biblical wisdom.⁶

Assets and minimums

As of June 28, 2017, the firm reported 15,570 discretionary accounts with $5,615,333,000 in discretionary regulatory assets under management, plus 642 nondiscretionary accounts with $106,642,000 in nondiscretionary regulatory assets under management.¹

FAQs

Related resources

• LocationMultifamily offices in Georgia

  This Georgia resource helps a Roswell based reader place Ronald Blue & Co., LLC within the state's broader multifamily office market. It may support questions about investment management, financial planning, tax planning, and retirement planning for wealthy families, business owners, charitable organizations, and other eligible clients.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. A family or business owner considering Ronald Blue & Co., LLC can use these materials to prepare questions about estate structures, succession concerns, philanthropy, and how estate planning may connect with tax planning.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases covering family offices and investors. Reviewing those listings can help a prospective client understand how family office services are organized, identify questions about working with pooled investment vehicles or businesses, and compare the types of investment management and planning support different providers discuss.

• GuideData privacy and security with an MFO

  This MultifamilyOffices.com page explains data privacy and security considerations when working with a multifamily office. For a business owner or wealthy family sharing financial, tax, estate, and philanthropic information, it offers topics to raise about access controls, confidentiality, records, and communication practices.

• Similar firmsBison Wealth
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  Profiles for Bison Wealth, Nicholas Hoffman & Company, and BT Family Office provide additional points of reference on this site. Comparing their stated services and client focus with Ronald Blue & Co., LLC can help a reader frame questions about investment management, financial planning, tax planning, estate planning, and retirement needs.

Sources

1. SEC Form ADV , accessed/as of June 28, 2017.
2. Blue Trust introduction , accessed/as of December 4, 2023; [Blue Trust name-change release](https://www.bluetrust.com/press-release/ronald-blue-trust-becomes-blue-trust), accessed/as of December 4, 2023.
3. PlanFIRST release , accessed/as of March 4, 2019.
4. Blue Trust website , accessed/as of October 9, 2023; [Virginia office release](https://www.bluetrust.com/press-release/blue-trust-opens-office-in-virginia), accessed/as of October 9, 2023.
5. Institutional capabilities release , accessed/as of February 16, 2022.
6. Blue Trust website , accessed/as of December 4, 2023.

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.