Blue Water Capital Management, LLC

Blue Water Capital Management, LLC (CRD# 127193) is a financial advisory firm headquartered in San Diego, CA. They manage $68,100,000 in 313 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $217,572
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, NC

Financial Advisors at Blue Water Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terrance A. Green
CRD#: 2743962
San Diego, CA 92121

Terrance Green (CRD# 2743962) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Terrance Green 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Joan M. Oconnell
CRD#: 2269352
San Diego, CA 92121

Joan Oconnell (CRD# 2269352) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 27 years of experience in the finance industry.

3
Hal R. Schweiger
CRD#: 4547084
San Diego, CA 92108
Hal Schweiger (CRD# 4547084) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 13 years of experience in the finance industry. Hal Schweiger 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 putclients' interests first and comply with the Financial Planning Practice Standards.
4
Jacob J. Wilson
CRD#: 7064500
San Diego, CA 92121

Jacob Wilson (CRD# 7064500) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.

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