BLUE CHIP PARTNERS, LLC
Adviser information for BLUE CHIP PARTNERS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 16 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,509 | $1.3B |
| Non-Discretionary | 39 | $11.4M |
| Total | 2,548 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 410 | $155.3M |
| HNW Individuals | 405 | $1.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 2 | $5.4M |
| Charitable organizations | 2 | $9.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $1.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
38505 COUNTRY CLUB DRIVESUITE 150
FARMINGTON HILLS
MI
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 248-848-1111, Fax: 248-848-1118
Chief Compliance Officer
ELIZABETH BISHOP SMART
38505 COUNTRY CLUB DRIVE
SUITE 150
FARMINGTON HILLS
MI
United States
Tel:
248-848-1111
Fax:
248-848-1118
E*****@*******************M
(Full email address available in API data)
Regulatory Contact
DAVID SCOTT FORET
SENIOR FINANCIAL ADVISOR
38505 COUNTRY CLUB DRIVE
SUITE 150
FARMINGTON HILLS
MI
United States
Tel:
248-848-1111
D******@*******************M
(Full email address available in API data)
Industry Affiliates
| BLUE CHIP ESTATE PLANNING, LLC | Lawyer or law firm |
| BLUE CHIP TAX, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEINBERG, ROBERT, KEVIN | Individual | STEINBERG LIVING TRUST DTD JUNE 16, 1991 | TRUSTEE | 01/2018 | |
| STEINBERG, ROBERT, KEVIN | Individual | – | PRESIDENT | 07/2004 | < 5% |
| SEDER, DANIEL, EDWARD | Individual | – | VICE PRESIDENT | 01/2013 | < 5% |
| SEDER, DANIEL, EDWARD | Individual | DANIEL E. SEDER LIVING TRUST DTD JUNE 19, 2017 | TRUSTEE | 01/2018 | |
| STEINBERG, CYNTHIA, FRANCES | Individual | STEINBERG LIVING TRUST DTD JUNE 16, 1991 | TRUSTEE | 01/2018 | |
| GOSS, ERIN, ELIZABETH | Individual | – | CHIEF OPERATING OFFICER | 09/2021 | < 5% |
| SMART, ELIZABETH, BISHOP | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
| BCP VENTURES, INC. | Domestic Entity | – | MEMBER AND MANAGER | 12/2022 | > 75% |
| STEINBERG LIVING TRUST DTD JUNE 16, 1991 | Domestic Entity | BCP VENTURES, INC. | SHAREHOLDER | 12/2022 | 50-75% |
| DANIEL E. SEDER LIVING TRUST DTD JUNE 19, 2017 | Domestic Entity | BCP VENTURES, INC. | SHAREHOLDER | 12/2022 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 106M | 2M | Blue Chip Partners LLC |
| APPLE INC | COM | 46M | 219K | Blue Chip Partners LLC |
| MICROSOFT CORP | COM | 44M | 97K | Blue Chip Partners LLC |
| ALPHABET INC | CAP STK CL C | 42M | 229K | Blue Chip Partners LLC |
| BROADCOM INC | COM | 38M | 24K | Blue Chip Partners LLC |
| JPMORGAN CHASE & CO. | COM | 36M | 179K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | ENERGY | 32M | 347K | Blue Chip Partners LLC |
| ABBVIE INC | COM | 31M | 183K | Blue Chip Partners LLC |
| COSTCO WHSL CORP NEW | COM | 28M | 33K | Blue Chip Partners LLC |
| MORGAN STANLEY | COM NEW | 28M | 285K | Blue Chip Partners LLC |
| BANK AMERICA CORP | COM | 27M | 683K | Blue Chip Partners LLC |
| UNITEDHEALTH GROUP INC | COM | 27M | 53K | Blue Chip Partners LLC |
| HOME DEPOT INC | COM | 26M | 75K | Blue Chip Partners LLC |
| WASTE MGMT INC DEL | COM | 26M | 120K | Blue Chip Partners LLC |
| ISHARES TR | NATIONAL MUN ETF | 25M | 238K | Blue Chip Partners LLC |
| VISA INC | COM CL A | 24M | 90K | Blue Chip Partners LLC |
| AMAZON COM INC | COM | 23M | 117K | Blue Chip Partners LLC |
| MCDONALDS CORP | COM | 22M | 87K | Blue Chip Partners LLC |
| TARGET CORP | COM | 22M | 146K | Blue Chip Partners LLC |
| PEPSICO INC | COM | 21M | 127K | Blue Chip Partners LLC |
| ISHARES TR | MSCI INTL QUALTY | 21M | 529K | Blue Chip Partners LLC |
| BLACKROCK INC | COM | 20M | 26K | Blue Chip Partners LLC |
| MERCK & CO INC | COM | 20M | 163K | Blue Chip Partners LLC |
| ZOETIS INC | CL A | 20M | 113K | Blue Chip Partners LLC |
| PHILIP MORRIS INTL INC | COM | 19M | 190K | Blue Chip Partners LLC |
| ABBOTT LABS | COM | 18M | 173K | Blue Chip Partners LLC |
| UNION PAC CORP | COM | 18M | 78K | Blue Chip Partners LLC |
| UNITED PARCEL SERVICE INC | CL B | 16M | 116K | Blue Chip Partners LLC |
| BOEING CO | COM | 16M | 87K | Blue Chip Partners LLC |
| KLA CORP | COM NEW | 16M | 19K | Blue Chip Partners LLC |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 15M | 309K | Blue Chip Partners LLC |
| ASML HOLDING N V | N Y REGISTRY SHS | 15M | 14K | Blue Chip Partners LLC |
| JOHNSON & JOHNSON | COM | 14M | 99K | Blue Chip Partners LLC |
| DTE ENERGY CO | COM | 14M | 123K | Blue Chip Partners LLC |
| ELI LILLY & CO | COM | 13M | 15K | Blue Chip Partners LLC |
| NEXTERA ENERGY INC | COM | 11M | 153K | Blue Chip Partners LLC |
| EQUINIX INC | COM | 10M | 13K | Blue Chip Partners LLC |
| OREILLY AUTOMOTIVE INC | COM | 9M | 9K | Blue Chip Partners LLC |
| GENUINE PARTS CO | COM | 9M | 65K | Blue Chip Partners LLC |
| AMERICAN TOWER CORP NEW | COM | 9M | 45K | Blue Chip Partners LLC |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 7M | 153K | Blue Chip Partners LLC |
| ISHARES TR | CORE US AGGBD ET | 6M | 61K | Blue Chip Partners LLC |
| TEXAS INSTRS INC | COM | 4M | 19K | Blue Chip Partners LLC |
| COCA COLA CO | COM | 4M | 58K | Blue Chip Partners LLC |
| PROCTER AND GAMBLE CO | COM | 3M | 21K | Blue Chip Partners LLC |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3M | 17K | Blue Chip Partners LLC |
| AUTOMATIC DATA PROCESSING IN | COM | 3M | 12K | Blue Chip Partners LLC |
| LOCKHEED MARTIN CORP | COM | 3M | 6K | Blue Chip Partners LLC |
| AMGEN INC | COM | 3M | 9K | Blue Chip Partners LLC |
| AGREE RLTY CORP | COM | 3M | 41K | Blue Chip Partners LLC |
| RTX CORPORATION | COM | 2M | 25K | Blue Chip Partners LLC |
| ALPHABET INC | CAP STK CL A | 2M | 13K | Blue Chip Partners LLC |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | Blue Chip Partners LLC |
| NVIDIA CORPORATION | COM | 2M | 16K | Blue Chip Partners LLC |
| ADOBE INC | COM | 2M | 3K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 8K | Blue Chip Partners LLC |
| QUALCOMM INC | COM | 2M | 9K | Blue Chip Partners LLC |
| NORFOLK SOUTHN CORP | COM | 2M | 8K | Blue Chip Partners LLC |
| WALMART INC | COM | 2M | 24K | Blue Chip Partners LLC |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2M | 49K | Blue Chip Partners LLC |
| PENSKE AUTOMOTIVE GRP INC | COM | 2M | 10K | Blue Chip Partners LLC |
| CATERPILLAR INC | COM | 2M | 5K | Blue Chip Partners LLC |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 9K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | FINANCIAL | 1M | 35K | Blue Chip Partners LLC |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1M | 28K | Blue Chip Partners LLC |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1M | 12K | Blue Chip Partners LLC |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | Blue Chip Partners LLC |
| DT MIDSTREAM INC | COMMON STOCK | 1M | 18K | Blue Chip Partners LLC |
| STRYKER CORPORATION | COM | 1M | 4K | Blue Chip Partners LLC |
| AON PLC | SHS CL A | 1M | 4K | Blue Chip Partners LLC |
| EXXON MOBIL CORP | COM | 1M | 10K | Blue Chip Partners LLC |
| GLOBAL X FDS | S&P 500 COVERED | 1M | 27K | Blue Chip Partners LLC |
| GLOBAL X FDS | NASDAQ 100 COVER | 1M | 61K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 7K | Blue Chip Partners LLC |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1M | 6K | Blue Chip Partners LLC |
| ISHARES TR | ISHARES SEMICDTR | 1M | 4K | Blue Chip Partners LLC |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 959K | 17K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | INDL | 927K | 8K | Blue Chip Partners LLC |
| CISCO SYS INC | COM | 737K | 16K | Blue Chip Partners LLC |
| ILLINOIS TOOL WKS INC | COM | 714K | 3K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 704K | 18K | Blue Chip Partners LLC |
| SPDR GOLD TR | GOLD SHS | 696K | 3K | Blue Chip Partners LLC |
| ISHARES TR | RUS 1000 GRW ETF | 669K | 2K | Blue Chip Partners LLC |
| FORD MTR CO DEL | COM | 632K | 50K | Blue Chip Partners LLC |
| VANGUARD INDEX FDS | GROWTH ETF | 620K | 2K | Blue Chip Partners LLC |
| AMERICAN ELEC PWR CO INC | COM | 614K | 7K | Blue Chip Partners LLC |
| REPUBLIC SVCS INC | COM | 540K | 3K | Blue Chip Partners LLC |
| ISHARES TR | CORE MSCI EAFE | 534K | 7K | Blue Chip Partners LLC |
| INTERNATIONAL BUSINESS MACHS | COM | 527K | 3K | Blue Chip Partners LLC |
| KIMBERLY-CLARK CORP | COM | 525K | 4K | Blue Chip Partners LLC |
| COMERICA INC | COM | 508K | 10K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | COMMUNICATION | 475K | 6K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 467K | 3K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 446K | 5K | Blue Chip Partners LLC |
| DEERE & CO | COM | 444K | 1K | Blue Chip Partners LLC |
| VANGUARD INDEX FDS | VALUE ETF | 417K | 3K | Blue Chip Partners LLC |
| CUMMINS INC | COM | 414K | 1K | Blue Chip Partners LLC |
| META PLATFORMS INC | CL A | 412K | 817 | Blue Chip Partners LLC |
| DOW INC | COM | 404K | 8K | Blue Chip Partners LLC |
| ISHARES TR | EXPANDED TECH | 399K | 5K | Blue Chip Partners LLC |
| ISHARES TR | S&P 500 GRWT ETF | 396K | 4K | Blue Chip Partners LLC |
| INVESCO QQQ TR | UNIT SER 1 | 387K | 808 | Blue Chip Partners LLC |
| ANALOG DEVICES INC | COM | 385K | 2K | Blue Chip Partners LLC |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 373K | 4K | Blue Chip Partners LLC |
| EATON CORP PLC | SHS | 370K | 1K | Blue Chip Partners LLC |
| ISHARES TR | US AER DEF ETF | 363K | 3K | Blue Chip Partners LLC |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 353K | 7K | Blue Chip Partners LLC |
| ISHARES TR | S&P 500 VAL ETF | 346K | 2K | Blue Chip Partners LLC |
| SPDR SER TR | S&P DIVID ETF | 340K | 3K | Blue Chip Partners LLC |
| ALTRIA GROUP INC | COM | 316K | 7K | Blue Chip Partners LLC |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 316K | 4K | Blue Chip Partners LLC |
| RAYMOND JAMES FINL INC | COM | 313K | 3K | Blue Chip Partners LLC |
| HONEYWELL INTL INC | COM | 291K | 1K | Blue Chip Partners LLC |
| SHELL PLC | SPON ADS | 281K | 4K | Blue Chip Partners LLC |
| ORACLE CORP | COM | 277K | 2K | Blue Chip Partners LLC |
| TECNOGLASS INC | ORD SHS | 276K | 6K | Blue Chip Partners LLC |
| PARKER-HANNIFIN CORP | COM | 263K | 521 | Blue Chip Partners LLC |
| WEC ENERGY GROUP INC | COM | 261K | 3K | Blue Chip Partners LLC |
| CHEVRON CORP NEW | COM | 259K | 2K | Blue Chip Partners LLC |
| MASTERCARD INCORPORATED | CL A | 259K | 586 | Blue Chip Partners LLC |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 250K | 3K | Blue Chip Partners LLC |
| ISHARES GOLD TR | ISHARES NEW | 249K | 6K | Blue Chip Partners LLC |
| DIGITAL RLTY TR INC | COM | 245K | 2K | Blue Chip Partners LLC |
| ISHARES TR | US TRSPRTION | 240K | 4K | Blue Chip Partners LLC |
| TRANE TECHNOLOGIES PLC | SHS | 239K | 727 | Blue Chip Partners LLC |
| VERIZON COMMUNICATIONS INC | COM | 221K | 5K | Blue Chip Partners LLC |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 219K | 3K | Blue Chip Partners LLC |
| STARBUCKS CORP | COM | 219K | 3K | Blue Chip Partners LLC |
| EATON VANCE TAX-MANAGED DIVE | COM | 217K | 15K | Blue Chip Partners LLC |
| ISHARES TR | MSCI ACWI ETF | 214K | 2K | Blue Chip Partners LLC |
| INTUIT | COM | 210K | 320 | Blue Chip Partners LLC |
| L3HARRIS TECHNOLOGIES INC | COM | 209K | 929 | Blue Chip Partners LLC |
| ONEOK INC NEW | COM | 207K | 3K | Blue Chip Partners LLC |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 205K | 3K | Blue Chip Partners LLC |
| HEICO CORP NEW | CL A | 204K | 1K | Blue Chip Partners LLC |
| TESLA INC | COM | 197K | 998 | Blue Chip Partners LLC |
| ISHARES TR | MSCI EAFE ETF | 193K | 2K | Blue Chip Partners LLC |
| E L F BEAUTY INC | COM | 190K | 900 | Blue Chip Partners LLC |
| S&P GLOBAL INC | COM | 186K | 418 | Blue Chip Partners LLC |
| ISHARES TR | US CONSUM DISCRE | 178K | 2K | Blue Chip Partners LLC |
| ISHARES TR | CORE S&P500 ETF | 177K | 323 | Blue Chip Partners LLC |
| ISHARES TR | RUS TP200 GR ETF | 172K | 801 | Blue Chip Partners LLC |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 170K | 3K | Blue Chip Partners LLC |
| AT&T INC | COM | 168K | 9K | Blue Chip Partners LLC |
| INTUITIVE SURGICAL INC | COM NEW | 168K | 378 | Blue Chip Partners LLC |
| FIFTH THIRD BANCORP | COM | 168K | 5K | Blue Chip Partners LLC |
| APPLIED MATLS INC | COM | 166K | 703 | Blue Chip Partners LLC |
| SYSCO CORP | COM | 166K | 2K | Blue Chip Partners LLC |
| ISHARES TR | RUS MID CAP ETF | 163K | 2K | Blue Chip Partners LLC |
| AIR PRODS & CHEMS INC | COM | 160K | 619 | Blue Chip Partners LLC |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 154K | 781 | Blue Chip Partners LLC |
| ACCENTURE PLC IRELAND | SHS CLASS A | 154K | 506 | Blue Chip Partners LLC |
| BRISTOL-MYERS SQUIBB CO | COM | 151K | 4K | Blue Chip Partners LLC |
| NOVO-NORDISK A S | ADR | 151K | 1K | Blue Chip Partners LLC |
| TRAVELERS COMPANIES INC | COM | 151K | 740 | Blue Chip Partners LLC |
| JOHNSON CTLS INTL PLC | SHS | 148K | 2K | Blue Chip Partners LLC |
| NATIONAL BEVERAGE CORP | COM | 146K | 3K | Blue Chip Partners LLC |
| BLACKSTONE INC | COM | 145K | 1K | Blue Chip Partners LLC |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 144K | 5K | Blue Chip Partners LLC |
| SUN CMNTYS INC | COM | 143K | 1K | Blue Chip Partners LLC |
| GENERAL MTRS CO | COM | 141K | 3K | Blue Chip Partners LLC |
| ISHARES TR | RUS 1000 VAL ETF | 138K | 791 | Blue Chip Partners LLC |
| CARRIER GLOBAL CORPORATION | COM | 132K | 2K | Blue Chip Partners LLC |
| AMERICAN WTR WKS CO INC NEW | COM | 131K | 1K | Blue Chip Partners LLC |
| PAYCHEX INC | COM | 129K | 1K | Blue Chip Partners LLC |
| PFIZER INC | COM | 127K | 5K | Blue Chip Partners LLC |
| VANGUARD STAR FDS | VG TL INTL STK F | 127K | 2K | Blue Chip Partners LLC |
| NETFLIX INC | COM | 126K | 187 | Blue Chip Partners LLC |
| R1 RCM INC | COM | 126K | 10K | Blue Chip Partners LLC |
| PROLOGIS INC. | COM | 124K | 1K | Blue Chip Partners LLC |
| CENTURY CMNTYS INC | COM | 122K | 2K | Blue Chip Partners LLC |
| DELTA AIR LINES INC DEL | COM NEW | 120K | 3K | Blue Chip Partners LLC |
| GENERAC HLDGS INC | COM | 116K | 877 | Blue Chip Partners LLC |
| VANGUARD WORLD FD | MEGA GRWTH IND | 116K | 368 | Blue Chip Partners LLC |
| T-MOBILE US INC | COM | 113K | 644 | Blue Chip Partners LLC |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 111K | 222 | Blue Chip Partners LLC |
| CMS ENERGY CORP | COM | 109K | 2K | Blue Chip Partners LLC |
| APOLLO GLOBAL MGMT INC | COM | 109K | 921 | Blue Chip Partners LLC |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 109K | 2K | Blue Chip Partners LLC |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 107K | 200 | Blue Chip Partners LLC |
| AUTOZONE INC | COM | 107K | 36 | Blue Chip Partners LLC |
| VERTEX PHARMACEUTICALS INC | COM | 106K | 227 | Blue Chip Partners LLC |
| BP PLC | SPONSORED ADR | 106K | 3K | Blue Chip Partners LLC |
| ISHARES TR | GLOBAL ENERG ETF | 105K | 3K | Blue Chip Partners LLC |
| INTEL CORP | COM | 104K | 3K | Blue Chip Partners LLC |
| GLOBAL X FDS | SUPERDIVIDEND | 103K | 5K | Blue Chip Partners LLC |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 102K | 2K | Blue Chip Partners LLC |
| DUKE ENERGY CORP NEW | COM NEW | 100K | 1K | Blue Chip Partners LLC |