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BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193 · SEC 801-130294
315 S. SALEM STREET, #422, APEX, NC, 27502, United States
Phone
919-589-2528
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.8M
Discretionary AUM
$159.8M
Team
2 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $22.1M |
| High net worth individuals | 58 | $136.1M |
States served
CA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD