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Marshall Bagley Reid

Blue Edge Capital, LLC

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About Marshall Bagley Reid

Marshall Bagley Reid is an Investment Advisor Representative with Blue Edge Capital, LLC. Marshall has been with the firm since October 2010. Marshall has a Series 65 license and is registered with the state of Virginia and Texas. Marshall specializes in providing portfolio management for both individuals and businesses. Marshall has over 30 years of experience in the financial services industry.

Firm Information

Marshall Reid is currently registered with Blue Edge Capital, LLC. Blue Edge Capital, LLC is an investment advisor registered with the SEC, located in Richmond, VA. The firm has 3 investment advisor representatives and manages approximately $657 million in assets for clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. They specialize in portfolio management services for businesses and individuals.
Blue Edge Capital, LLC

5706 GROVE AVENUE

RICHMOND, VA 23226

$657.13M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marshall Reid’s Registration & Firm History

VA

12/14/2010 - Present

Blue Edge Capital, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 02/28/1992

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marshall Bagley Reid.
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