Blue Ocean Capital

James Johnson is a CFP® and Series 65-licensed advisor with 23 years of industry experience. He is currently with Blue Ocean Capital, where he has worked since 2001, and previously spent 11 years at Elhilow, Smith & Company, LLC. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and combines fundamental analysis with modern portfolio theory to manage approximately $619 million in discretionary assets.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and integrated tax and accounting engagements through a five-advisor team.

Ronald Smith is a financial advisor at Blue Ocean Capital with 24 years of industry experience. He holds a Series 65 designation and previously worked at Elhilow, Smith & Company, LLC and Financial Analytics, Inc. Outside of his advisory role, he is involved in a horse barn rental business. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory to implement customized investment strategies and integrates CPA services with asset management through a team of five advisors.

Mark Elhilow is a Series 65 licensed financial advisor with 28 years of industry experience. He has worked at Blue Ocean Capital since 1997 and previously spent 11 years with Elhilow, Smith & Company, LLC. Outside of his advisory role, he is involved in a warehouse rental business unrelated to investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses by providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and integrates CPA expertise into its investment and family office offerings.

Hillary Knotts is a CFP® professional with nine years of industry experience, currently serving as an advisor at Blue Ocean Capital since 2013. She works with a five-advisor team based in West Palm Beach, FL. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses with discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, often combining mutual funds, ETFs, equities, fixed income, and private placements.