Blue Trust

Overview

Blue Trust reports advising on more than $70 billion in assets for over 11,500 individuals and families, with financial figures dated June 30, 2026. The firm operates through 19 offices nationwide.²³

History

Ron Blue founded the firm in 1979. The business was formerly presented through Ronald Blue Trust and is now presented on its current website as Blue Trust.¹²

Timeline

1. 1979Ron Blue founded the firm in 1979.
2. 2026Blue Trust reports advising on more than $70 billion in assets for over 11,500 individuals and families, with financial figures dated June 30, 2026.

Leadership

Executive leadership includes Brian Shepler, President and CEO; Pam Gibson, Chief Financial Officer; Pete Kantor, Chief Operating Officer; and Yinka Akinsola, Chief Compliance Officer.⁴

Field leadership includes Kerry A. Mallory, National Managing Director and Senior Partner; Derek V. Irish, West Region Managing Director and Houston Managing Director; Aaron Klopfenstein, Central Region Managing Director; Joel E. S. Bengds, Managing Director; Reed Crosson, Managing Director of Sports and Entertainment; and Jeff Wernick, Managing Director of Business Consulting.⁴

Services

Blue Trust provides financial planning, investment management, estate and trust services, business consulting, family office services, institutional investments, sports and entertainment services, and philanthropic consulting.⁵

What the firm offers

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

Client Focus

The firm lists individuals and families, women, athletes and entertainers, business owners, ultra-high-net-worth families, ministries and nonprofits, foundations and endowments, everyday stewards, private wealth clients, and family offices among its client groups.⁵

Approach

Blue Trust says its approach combines financial expertise with biblical wisdom, fiduciary responsibility, and long-term stewardship. The firm also states that it is a fee-only fiduciary firm, with advisors compensated by clients rather than through product sales.²

Assets and Registration

Blue Trust reports advising on more than $70 billion in assets as of June 30, 2026. A Form ADV filing identifies Blue Trust, Inc. as a related investment adviser, lists SEC file number 801-51483, and indicates that the adviser is not exempt from registration.²⁶

FAQs

Related resources

• LocationMultifamily offices in Georgia

  Use this Georgia directory to compare multifamily office options by location, service mix, and client focus. It can help a family or business owner assess whether a national adviser such as Blue Trust fits alongside Georgia based planning, investment management, trust support, and philanthropic needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate decisions. A prospective Blue Trust client can use these materials to prepare questions about fiduciary services, family wealth transfers, charitable giving, and how estate planning may connect with broader financial planning.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help readers identify family offices, investors, and possible comparison points by market or investment interest. For an owner considering Blue Trust, the databases provide a way to review how other advisory relationships may address investment management, family office support, and private wealth needs.

• GuideMultifamily office fees

  This MultifamilyOffices.com page explains common fee structures and expenses associated with multifamily office services. Reviewing it before speaking with Blue Trust can help a wealthy family or business owner frame questions about costs for investment management, financial planning, trust work, and philanthropic support.

• Similar firmsBlue Trust, Inc.
  Nicholas Hoffman & Company
  Bison Wealth

  Profiles for Blue Trust, Inc., Nicholas Hoffman & Company, and Bison Wealth offer a focused set of firms to review on this site. Comparing their stated services and client focus can help a family or business owner organize questions about planning, investments, fiduciary work, and family office support.

Sources

1. https://www.ronblue.com/services/
2. https://www.bluetrust.com/why-blue-trust/why-blue-trust
3. https://www.bluetrust.com/services/
4. https://www.bluetrust.com/why-blue-trust/leadership
5. https://reports.adviserinfo.sec.gov/reports/ADV/286622/PDF/286622.pdf

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.