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).
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Total Assets Under Management116MILLION
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Total Number of Accounts374ACCOUNTS
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Average Account Value$310,023
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
CA, NC, TX
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.
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.
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.