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Blue Water Capital Management, LLC

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Client assets under management

$158,232,474

Clients

106

55% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

53

Typical

Average account size

$1,492,759

About

Blue Water Capital Management, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and charitable organizations. The firm offers ongoing portfolio management, tailored financial plans, and insurance product analysis as part of its client services.

BWCM bases portfolio construction on Modern Portfolio Theory and combines long‑term and short‑term trading approaches, seeking discretionary authority to implement personalized asset allocations and model-based recommendations. The firm also may recommend alternative and private investments (including private equity, hedge funds, and venture capital) to qualified clients and tailors plans through client interviews and periodic reviews.

Notable operational features include the firm’s requirement that clients custody assets with Charles Schwab and its use of third‑party platforms (ByAllAccounts for non‑discretionary held‑away accounts and Pontera for discretionary rebalancing) to monitor and manage outside assets. BWCM relies on Schwab’s institutional support (including educational conferences and events) and discloses that it does not aggregate or bunch trades for multiple clients and may receive research or services that could influence broker selection.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Annuities Real estate investing

Fee options

Fixed

Financial planning fixed fees between $2,500 - $3,500

Percentage

$0 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $8,000,000: 0.40% $8,000,001+: 0.20%

Project-based

Hourly financial planning fee $350/hour

Other

Account minimum: $1,250,000 Minimum fee: Minimum Quarterly Fee of $2,500 Fee-only: Flat financial planning fees between $2,500 - $3,500; Hourly financial planning fee $350/hour; Portfolio management fees based on tiered percentage of AUM.

Main office location

Blue Water Capital Management, LLC

315 S. Salem Street, #422

Apex NC 27502, United States

Number of offices

1

Most active in

More info

California · North Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 919-589-2528

Advisors at this firm

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user avatar

Deborah H

CFP®, Series 65

Apex, NC

Blue Water Capital Management, LLC

Deborah Hobart is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Blue Water Capital Management, LLC since 2019 and previously held roles at Coty Inc. and Safariland. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory in its investment approach and offers access to a broad range of asset types, leveraging institutional support from Charles Schwab.

Private / alternative investments Annuities Real estate investing
user avatar

Terrance G

CFP®, Series 63

Apex, NC

Blue Water Capital Management, LLC

Terrance Green is a CFP® with 22 years of industry experience, currently serving as an advisor at Blue Water Capital Management, LLC. He has been with Blue Water Capital Management since 2006. Blue Water Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs modern portfolio theory and primarily invests in ETFs and mutual funds, with access to a broad range of alternative investments, and operates with institutional support from Charles Schwab.

Private / alternative investments Annuities Real estate investing
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