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 14 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 20 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 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.