Blue Ocean Capital

Blue Ocean Capital (CRD# 107833) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $354,700,000 in 454 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $781,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, TX

Financial Advisors at Blue Ocean Capital
Showing 1 - 3 of 3 top financial advisors.
1
James W. Johnson
CRD#: 4632560
101 N. Clematis Street, Suite 220, West Palm Beach, FL 33401
96
Wealthminder
score

James Johnson (CRD# 4632560) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 13 years of experience in the finance industry. James Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark B. Elhilow
CRD#: 2948028
101 N. Clematis Street, Suite 220, West Palm Beach, FL 33401
93
Wealthminder
score

Mark Elhilow (CRD# 2948028) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 19 years of experience in the finance industry.

3
Ronald G. Smith
CRD#: 2953721
101 N. Clematis Street, Suite 220, West Palm Beach, FL 33401
93
Wealthminder
score

Ronald Smith (CRD# 2953721) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 19 years of experience in the finance industry.

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