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Blue Water Capital Management, LLC

Headquartered in APEX, NC

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Firm Information

Blue Water Capital Management, LLC is a registered investment advisor based in Apex, NC. They provide financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $140,645,551 in assets, with the majority under discretionary management. They are also available to select other advisors for their clients.

Blue Water Capital Management, LLC

315 S. SALEM STREET

APEX, NC 27502

$140.65M

Assets Under Management

9

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BLUE WATER CAPITAL MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

APEX, NC

location

Apex, NC

Advisors at Blue Water Capital Management, LLC

View All 3 Advisors
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Jacob John Wilson

RA

APEX, NC

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Deborah Lynn Hobart

CFP®, RA

APEX, NC

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Terrance Anthony Green

CFP®, RA

Apex, NC

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Disclosures

There are no public disclosures for Blue Water Capital Management, LLC.

Frequently Asked Questions (5)

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