Blue Waters Advisory Group, LLC

Blue Waters Advisory Group, LLC (CRD# 158536) is a financial advisory firm headquartered in Austin, TX. They manage $84,465,845 in 302 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1301 S. Capital Of Texas Hwy, Suite B-125, Austin, TX 78746
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $279,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Blue Waters Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Clay Carter, financial advisor Austin TX
Clay M. Carter
CRD#: 3189507
1301 S. Capital Of Texas Hwy, Suite B-125, Austin, TX 78746

Clay Carter (CRD# 3189507) is an Investment Advisor Representative working at Blue Waters Advisory Group, LLC in Austin, TX and has over 25 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.

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