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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ElementFoundation wave
- Established Date
- 10-20-1997
- Office Locations
- 1
Office Locations
About Blue Ocean Capital
Blue Ocean Capital is an independent, fee-only wealth manager founded in 1997 from a CPA firm. Its team of licensed advisors, CPAs and CFPs delivers investment management, multi-family office administration, and integrated financial, tax and estate planning for high-net-worth individuals, families and their affiliated businesses. Custody is held with Charles Schwab.
Team overview
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CRM
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Investment Themes
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Services
Technology
Owner & Executives
MARK BRADLEY ELHILOW
Managing Member, President, Principal
- CRD
- #2948028
- Ownership
- 75% or more
RONALD GREGORY SMITH
Managing Member, Principal, VICE PRESIDENT
- CRD
- #2953721
- Ownership
- 5% but less than 10%
Ember legacy
Capital foundation summit
- CRD
- #77300
- Ownership
- 2.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $619,157,530 | $1,261,013 |
| Non-Discretionary | $0 | -- |
| Total | $619,157,530 | $1,261,013 |
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Separately Managed Accounts
Total SMA Asset: $619,157,530
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $671,048,082 | 25.3% |
| Equity - Exchange | $570,258,252 | 21.5% |
| Private Funds | $721,442,998 | 27.2% |
| Cash | $490,687,333 | 18.5% |
| Municipal Bonds | $198,927,297 | 7.5% |
| Total | $2,652,363,962 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON NORTH | NORTH PATHWAY | PK35HQQ1V | RPCBF | 12.46% | $113,706,684 |
| VERTEX EAGLE CATALYST | MATRIX ALPHA | 7KYU4WCBA | EGPA | 11.81% | $93,871,058 |
| OPTIMA DELTA | VALUE MOMENTUM | 8KWRAJETM | YYDUQ | 10.36% | $56,139,270 |
| HARBOR ATLAS | TIMBER ALPHA | QKIOMVIA8 | NTJE | 4.46% | $72,267,266 |
| GLACIER HORIZON | MATRIX ELEMENT | CTP0NMASV | JHSG | 3.47% | $85,873,661 |
| GLACIER TIMBER | INSIGHT CATALYST | PT2YPP2IN | GUDFS | 10.57% | $30,695,178 |
| UNISON FOUNDATION | HARBOR VERTEX | 7OL0G2QGR | EQW | 5.59% | $89,903,401 |
| ALPHA ALPHA LEGACY | FOUNDATION HARBOR | V2ZXSHTVB | QOCKX | 3.22% | $19,311,735 |