CRD: 127193
Blue Water Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2003
- Office Locations
- 1
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.
Reported data analysis
What the numbers show
Between May 2, 2025 and February 27, 2026, reported AUM increased 13.6%, from $140.6M to $159.8M.
Across 3 reported observations, AUM increased 24.8% between September 25, 2024 and February 27, 2026, from $128.0M to $159.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 115 clients, or 57.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Blue Water Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.