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BLUE WATERS ADVISORY GROUP, LLC
CRD 158536
1301 S. CAPITAL OF TEXAS HWY, SUITE B-125, AUSTIN, TX, 78746, United States
Phone
512-533-9110
Fax
512-533-9111
Registration
— (—)
Source
State registered
Total AUM
$97.7M
Discretionary AUM
$95.2M
Team
4 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $16.3M |
| High net worth individuals | 78 | $64.9M |
| Pension/profit sharing plans | 9 | $5.4M |
| Charitable organizations | 2 | $6.6M |
| Corporations/business entities | 14 | $4.5M |
Official SEC filing: View on IAPD