BLUE EDGE CAPITAL, LLC

BEC provides customized investment management services on a discretionary basis to individuals, family offices, family & charitable trusts, profit sharing plans, corporations, non-profit organizations and high net worth clients. After discussions around risk tolerance, investment time horizon, asset allocation and income requirements, among other things, BEC investment professionals will discuss investment options appropriate and suitable to the client based on the clients investment needs. Client assets are generally invested in portfolios of exchange traded funds (ETFs) but may also hold stocks, bonds, mutual funds, and other types of securities. Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, etc.), and all managed accounts will be maintained with an independent custodian. Clients can impose reasonable restrictions on our management of their accounts as long as the investment restrictions fit within our investment strategies. For example, some clients have asked us not to sell certain securities where the client has a particularly low tax basis.

BEC, founded in 2010 as a Virginia limited liability company, is owned by its founding principals, M. Bagley Reid, Peter H. Bowles, and Margaret P. Fretz both through direct ownership and through affiliated family trusts. Mr. Reid, and Mr. Bowles each own between 25% and 50% of the firm. Mrs. Fretz owns between 10% and 15%.

As of December 31, 2025 BEC manages $754,108,693 in discretionary assets and $11,011,708 in non-discretionary assets.