AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PB

Philip W. Bagdade

BLUE RIVER CAPITAL MANAGEMENT
Portland, OR
Some features on this profile are disabled
CRD#: 6134042
PB

Professional summary

Philip Walter Bagdade, CFA is a registered financial advisor currently at BLUE RIVER CAPITAL MANAGEMENT located in Portland, Oregon.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Philip has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lower 40 Enterprises, LLC; not investment-related; Eugene, OR; LLC for property ownership; Member; 12/13/2019; No time is spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Walter Bagdade's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

November 21, 2023 - Present

BLUE RIVER CAPITAL MANAGEMENT

RIA
CRD#: 328888
Portland, OR
Past

December 17, 2012 - June 20, 2023

BAKER ELLIS ASSET MANAGEMENT LLC

RIA
CRD#: 121802
VANCOUVER, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(11/21/2023)
IAR
Washington
(1/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/2012
Uniform Investment Adviser Law Examination

Current Firm

BR
BLUE RIVER CAPITAL MANAGEMENT
BLUE RIVER CAPITAL MANAGEMENT | BLUE RIVER CAPITAL MANAGEMENT, LLC

CRD#: 328888 / SEC#:

Oregon
Registered Investment Advisory firm - (11/21/2023 Approved)
Washington
Registered Investment Advisory firm - (1/31/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Portland, OR
Mailing Address
Phone number
(503) 498-9283
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 20,283,310

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUE RIVER CAPITAL MANAGEMENT

CRD#: 328888Portland, OR

TRUST BUT VERIFY

Monitor Philip Bagdade

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.