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BLUE OCEAN CAPITAL
CPA ASSET MANAGEMENT GROUP, LLC
CRD 107833 · SEC 801-57664
501 SOUTH FLAGLER DRIVE, SUITE 220, WEST PALM BEACH, FL, 33401, United States
Phone
561-659-3301
Fax
561-659-3609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$619.2M
Discretionary AUM
$619.2M
Team
11 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $23.5M |
| High net worth individuals | 84 | $526.6M |
| Charitable organizations | 9 | $7.6M |
| Corporations/business entities | 11 | $61.5M |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD