B
CRD: 158536
Blue Waters Advisory Group, LLC
$97.7M Total AUM
$95.2M Disc. AUM
-- 3Y CAGR
4 Employees
177 ADV. Clients
14 yrs Firm Age
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- Custodian
- LPL Financial ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2011
- Office Locations
- 1
Office Locations
1301 S. Capital OF Texas HWY Suite B-125 Austin TX
About Blue Waters Advisory Group, LLC
Blue Waters Advisory Group is an Austin-based planning and wealth management firm serving families of entrepreneurs and investors. The firm provides personalized, holistic financial advice and portfolio management, emphasizing tactically diversified allocations targeting consistent growth and income, with meaningful use of ETFs, public funds, and fixed income. Custodies through LPL Financial.
Team overview
46 AVG AGE
$97.7M AVG AUM / ADVISOR
$551.9K AVG AUM / CLIENT
6.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CLAY MARSHALL CARTER
Advisor, Chief Compliance Officer, Owner
- CRD
- #3189507
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,172,265 | -- |
| Non-Discretionary | $2,518,498 | -- |
| Total | $97,690,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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