CRD: 175362
Blue Water Asset Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2015
- Office Locations
- 3
Office Locations
About Blue Water Asset Management
Blue Water Asset Management, LLC is a Michigan-based independent RIA providing investment advisory and planning services through its Investment Advisor Representative network (including Redfield Financial Group, Jay Greer & Co., and Capital Income Consultants). The firm emphasizes portfolio construction and asset allocation with heavy ETF usage alongside mutual funds, and supports retirement, tax, insurance, and business-succession planning. Custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK SID REDFIELD
Managing Member, President
- CRD
- #1564768
- Ownership
- 75% or more
ANDY JOHN ARMSTRONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Wave quantum
Insight vertex
- CRD
- #84294
- Ownership
- 33.9%
Showing 2 of 3 owners & executives
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JAY WILLIAM GREER
Advisor
- CRD
- #1779326
Beau S Redfield
Investment Advisor Representative
- CRD
- #6660876
Wave horizon
Pioneer wave
- CRD
- #84045
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $428,466,781 | $230,979 |
| Non-Discretionary | $0 | -- |
| Total | $428,466,781 | $230,979 |
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Separately Managed Accounts
Total SMA Asset: $428,466,781
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,357,203,772 | 39.6% |
| Public Funds | $1,093,634,562 | 12.9% |
| Other | $2,772,236,448 | 32.7% |
| Cash | $1,254,712,521 | 14.8% |
| Total | $8,477,787,303 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE MATRIX CREST | PEAK CATALYST | ZBYVADWZ7 | XNPZX | 5.36% | $90,556,616 |
| EMBER HORIZON | EAGLE FRONTIER | 6RW738V6W | JYML | 4.78% | $22,075,982 |
| FOCUS VITAL | CATALYST TIMBER | 5G4G32MH2 | IWKBD | 10.48% | $29,217,036 |
| VECTOR EAGLE | ATLAS CAPITAL | BGBHYR165 | XUE | 10.35% | $48,280,714 |
| ZENITH PEAK | PATHWAY BEACON | 8QXO61OLW | NAYIG | 2.33% | $55,215,472 |
| PRIME PRIME | PIONEER HORIZON | LWY7X8SW5 | BFVM | 12.51% | $3,581,675 |
| DELTA CAPITAL | QUANTUM ELEMENT | MEF4Z9JXG | OZU | 5.24% | $25,180,701 |
| CREST FOCUS | VERTEX PRIME | 8QQ59XBKS | FDV | 0.70% | $75,565,685 |