CRD: 127193
Blue Water Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2003
- Office Locations
- 2
Office Locations
About Blue Water Capital Management, LLC
Blue Water Capital Management is a boutique, independent, fee-only fiduciary RIA in Apex, NC providing wealth management that blends comprehensive financial planning with ongoing investment management. The team includes CFP® professionals and works with retirees plus technology, legal, and medical professionals and business owners. Portfolios emphasize ETFs and public funds with tax-aware implementation (asset location, tax-loss harvesting) and RSU/stock option planning, supported by daily-updated planning and portfolio portals.
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Accredited Investors
Asset Classes
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Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TERRANCE ANTHONY GREEN
Chief Compliance Officer, Managing Director
- CRD
- #2743962
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Deborah Lynn Hobart
Financial Advisor
- CRD
- #7123806
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,771,944 | $414,992 |
| Non-Discretionary | $0 | -- |
| Total | $159,771,944 | $414,992 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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