Blue Water Capital Management, LLC

Blue Water Capital Management, LLC (CRD# 127193) is a financial advisory firm headquartered in Apex, NC. They manage $115,948,753 in 374 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $310,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Blue Water Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Terrance A. Green
CRD#: 2743962
315 S Salem Street, #422, Apex, NC 27502

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
Jacob J. Wilson
CRD#: 7064500
315 S. Salem Street, #422, Apex, NC 27502

Jacob Wilson (CRD# 7064500) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in Apex, NC and has over 5 years of experience in the finance industry.

3
Deborah L. Hobart
CRD#: 7123806
315 S. Salem Street, Suite 422, Apex, NC 27502

Deborah Hobart (CRD# 7123806) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in Apex, NC and has over 4 years of experience in the finance industry.

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