Joel Anthony Cavaliere
Investment adviser representative at Blue Heron Capital
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$102.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Blue Heron Capital, LLCJan 2026 to now
- Brookstone Capital ManagementAug 2020 to Jan 2026
- Blue Heron Capital LLC - dba Used for Brookstone Capital MgmtJun 2020 to Jan 2026
- Colorado State UniversityAug 2019 to May 2020
- Northwestern MutualMay 2019 to Dec 2019
- Colorado State UniversityAug 2018 to May 2019
- Big 5 Sporting GoodsMay 2018 to Aug 2018
- Colorado State UniversityAug 2017 to May 2018
- Big 5 Sporting GoodsMay 2017 to Aug 2017
- Colorado State UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Blue Heron Capital
Legal name: Bhc Wealth Management, LLC
$102.2MAssets managed
205Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7097718
- Firm CRD
- 339475