Blue Chip Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 132437
· SEC file 801-64705
· Farmington Hills, MI
· WWW.FACEBOOK.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,007
- Avg AUM / client
- $1.9M
- Accounts
- 3,207
- Employees
- 34
AUM over time
$122M
$1.9B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 170 positions, $1,389,114,319)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $135,903,144 | 2,979,026 | 9.78% | 7.24% |
| 2 | Apple Inc | COM | $56,121,921 | 221,135 | 4.04% | 2.99% |
| 3 | Alphabet Inc | CAP STK CL C | $53,892,969 | 187,872 | 3.88% | 2.87% |
| 4 | Broadcom Inc | COM | $52,084,095 | 168,279 | 3.75% | 2.77% |
| 5 | Select Sector Spdr Tr | STATE STREET ENE | $47,454,353 | 774,638 | 3.42% | 2.53% |
| 6 | Jpmorgan Chase & Co | COM | $45,192,753 | 153,633 | 3.25% | 2.41% |
| 7 | Capital Grp Fixed Incm Etf T | MUNICIPAL INCOME | $44,878,974 | 1,653,001 | 3.23% | 2.39% |
| 8 | Abbvie Inc | COM | $41,623,552 | 191,381 | 3.0% | 2.22% |
| 9 | Microsoft Corp | COM | $37,800,701 | 102,117 | 2.72% | 2.01% |
| 10 | Quanta Svcs Inc | COM | $37,583,155 | 68,455 | 2.71% | 2.0% |
| 11 | Kla Corp | COM NEW | $36,379,377 | 24,707 | 2.62% | 1.94% |
| 12 | Costco Wholesale Corporation | COM | $34,258,541 | 34,381 | 2.47% | 1.82% |
| 13 | Eli Lilly & Co | COM | $32,602,628 | 35,447 | 2.35% | 1.74% |
| 14 | Tjx Cos Inc New | COM | $31,808,065 | 199,174 | 2.29% | 1.69% |
| 15 | Waste Mgmt Inc Del | COM | $31,333,184 | 136,356 | 2.26% | 1.67% |
| 16 | Asml Hldg Nv | N Y REGISTRY SHS | $31,290,732 | 23,690 | 2.25% | 1.67% |
| 17 | Amazon Com Inc | COM | $30,711,654 | 147,461 | 2.21% | 1.64% |
| 18 | Merck & Co Inc | COM | $30,062,056 | 249,913 | 2.16% | 1.6% |
| 19 | Visa Inc | COM CL A | $27,832,411 | 92,087 | 2.0% | 1.48% |
| 20 | Philip Morris Intl Inc | COM | $27,659,376 | 167,288 | 1.99% | 1.47% |
| 21 | Home Depot Inc | COM | $27,640,044 | 84,040 | 1.99% | 1.47% |
| 22 | Blackrock Inc | COM | $26,155,280 | 27,197 | 1.88% | 1.39% |
| 23 | Eaton Corp Plc | SHS | $26,120,776 | 73,030 | 1.88% | 1.39% |
| 24 | Oreilly Automotive Inc | COM | $25,562,072 | 276,916 | 1.84% | 1.36% |
| 25 | First Tr Exchange Traded Fd | SMID RISNG ETF | $23,955,753 | 607,551 | 1.72% | 1.28% |
Top 25 of 170 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 479 | $179M | 9.52% |
| High net worth individuals | 522 | $1.7B | 89.4% |
| Pension and profit sharing plans | 2 | $6.6M | 0.35% |
| Charitable organizations | 2 | $11.3M | 0.6% |
| Corporations and other businesses | 2 | $2.2M | 0.12% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Kevin Steinberg | President | CFP | Jul 2004 (22y) | Less than 5% |
| Daniel Edward Seder | Vice President | CFP CFA | Aug 2010 (16y) | Less than 5% |
| Steinberg, Cynthia, Frances | Trustee | Jan 2018 (9y) | GP / trustee / elected manager of Steinberg Living Trust Dtd June 16, 1991 (indirect) | |
| Erin Elizabeth Goss | Chief Operating Officer | CFA | Sep 2021 (5y) | Less than 5% |
| Katherine Joy Ford | Chief Compliance Officer | Chartered Financial Consultant | Dec 2024 (2y) | Less than 5% |
| Matthew Patrick Mondoux | Registered representative | CFP CFA | Mar 2017 (9y) | |
| David Scott Foret | Registered representative | CFP | May 2017 (9y) | |
| Jonathan Arthur Johnson | Registered representative | CFP | Jan 2018 (9y) | |
| Naoko Mckelvey | Registered representative | CFP | Oct 2019 (7y) | |
| Cody James Vanderhagen | Registered representative | Mar 2021 (5y) | ||
| Daniel Dusina | Registered representative | CFA | Jun 2021 (5y) | |
| Timothy Gerard Reaume | Registered representative | Chartered Financial Consultant | Aug 2021 (5y) | |
| Adam Robert Larkin | Registered representative | Feb 2023 (3y) | ||
| Deborah Edith Van Dam | Registered representative | CFP | Apr 2023 (3y) | |
| Gina Renee Di Girolamo | Registered representative | Jun 2023 (3y) | ||
| Vincent Parrack | Registered representative | Jun 2023 (3y) | ||
| Andrea Rochelle Cloutier | Registered representative | Jun 2024 (2y) | ||
| Hayden John Kibbey | Registered representative | Oct 2024 (2y) | ||
| Julia Shaw | Registered representative | Jan 2025 (2y) | ||
| Mitchell Lee Kahl | Registered representative | Feb 2025 (1y) | ||
| Tina A Troup | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bcp Ventures, Inc. | Member And Manager | Dec 2022 | A | 75% or more |
| Steinberg Living Trust Dtd June 16, 1991 | Shareholder | Dec 2022 | B | ≈ 37.5% – 75% via Bcp Ventures, Inc. |
| Daniel E. Seder Living Trust Dtd June 19, 2017 | Shareholder | Dec 2022 | B | ≈ 37.5% – 75% via Bcp Ventures, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Steinberg Living Trust Dtd June 16, 1991: 50% – 75% of Bcp Ventures, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Daniel E. Seder Living Trust Dtd June 19, 2017: 50% – 75% of Bcp Ventures, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $1.2B (66% of AUM) Mar 2026
- Charles Schwab & Co. $280M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗