Zachary Roberts
Investment adviser representative at Blue Heron Capital
10 yearsExperience
2 statesRegistered in
$102.2MFirm assets
Under 1 yearFirm in business
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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 ManagementMar 2022 to Jan 2026
- Blue Heron Capital; dba Name for Brookstone Capital MgmtApr 2020 to Jan 2026
- Trivela SafetyJan 2019 to Feb 2020
- Colorado Christian UniversityAug 2018 to May 2020
- The Walt Disney CompanyJan 2018 to Jul 2018
- Drywall Partitions IncorporatedMay 2017 to Aug 2017
- Creative Dining ServicesJan 2017 to Dec 2017
- Dordt CollegeAug 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7515420
- Firm CRD
- 339475