B. Water Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,247,542
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$524,754
About
B. Water Investments provides discretionary portfolio management, financial planning, consulting, and assets-under-advisement services to a mix of individual, high-net-worth, corporate, and institutional clients. The firm manages roughly $4.1 million across a small number of client accounts and offers model-based and tailored portfolio services.
The firm’s investment approach is primarily technical and active, emphasizing market-timing techniques and a data-driven price-measurement framework the adviser refers to as Waconomics. Portfolios may include equities, options, derivatives, digital assets, and cash positions used opportunistically, and the firm may employ margin, hedging, and borrowing within separately managed accounts when market conditions warrant.
Noteworthy distinctions include the availability of performance-based fee arrangements for qualified clients and the capacity for hour-to-hour, high-frequency trading, which creates side-by-side management considerations uncommon for firms of this size. The adviser is also licensed to sell insurance products and engages in part-time mortgage business activities—relationships disclosed in the brochure as potential conflicts—and provides due-diligence reviews of held-away and alternative assets in its assets-under-advisement work.
Client services
Financial planning
Portfolio management
Market timing
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
One-time project fees ranging from $499 to $10,000
$0+: 1.5% annually (Management/Rebalancing strategy) $0+: 2.0% annually (Capital Preservation strategy)
Starting at $169 per hour
20% of the annualized positive return assessed quarterly for qualified clients with at least $1.1 million under management
Ongoing annual planning or consulting services starting at $239 per month plus $35 per point of contact
Account minimum: $500,000
Main office location
B. Water Investments
Virginia Beach VA, United States
Number of offices
1
Most active in
B. Water Investments has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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YouTube
Website
757-425-2987
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