Blue Ocean Capital

Blue Ocean Capital (CRD# 107833) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $498,069,151 in 458 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401
http://blueoceancpa.com
By the Numbers
  • Total Assets Under Management
    498
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $1,087,487
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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Blue Ocean Capital
Showing 1 - 4 of 4 top financial advisors.
1
Mark Elhilow, financial advisor West Palm Beach FL
Mark B. Elhilow
CRD#: 2948028
501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401

Mark Elhilow (CRD# 2948028) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 26 years of experience in the finance industry.

2
James Johnson, financial advisor West Palm Beach FL
James W. Johnson
CRD#: 4632560
501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401

James Johnson (CRD# 4632560) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 21 years of experience in the finance industry.

3
Hillary Knotts, financial advisor West Palm Beach FL
Hillary K. Knotts
CRD#: 6281669
501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401

Hillary Knotts (CRD# 6281669) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has 1 year of experience in the finance industry.

4
Ronald Smith, financial advisor West Palm Beach FL
Ronald G. Smith
CRD#: 2953721
501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401

Ronald Smith (CRD# 2953721) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals