B. Water Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,247,542
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$524,754
About
B. Water Investments provides discretionary portfolio management, financial planning, financial consulting, and assets-under-advisement to individuals, high-net-worth clients, corporations and institutional investors. The firm offers tailored account management and one-time or ongoing due diligence reviews of held-away assets for clients who seek active investment oversight.
The advisor emphasizes technical analysis and an active, market-timing approach that incorporates a proprietary “Waconomics” (water economics) perspective to evaluate inter-market relationships, and routinely implements frequent trading, hedging, and model-portfolio adjustments. Strategies may include options and other derivatives, short sales, margin use, and authorized digital-asset exposure, and accounts are generally managed on a discretionary basis.
Distinctive features include the availability of performance-based fee arrangements for qualified clients and the firm’s use of borrowing and derivatives in separately managed accounts—practices that are uncommon among similarly categorized advisers. The advisor is also a licensed insurance agent, has a separate mortgage-industry affiliation, and operates a nonprofit publishing the firm’s water-economics research, all of which the firm discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Market timing
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
One-time financial planning or consulting projects ranging from $499 to $10,000
$0+: 1.5% annually $0+: 2% annually (Capital Preservation strategy)
Starting at $169 per hour
20% of annualized return on qualified client portfolios with minimum $1,100,000 under management
Ongoing annual planning or consulting services starting at $239 per month plus $35 per point of contact
Account minimum: $500,000
Main office location
B. Water Investments
Virginia Beach VA, United States
Number of offices
1
Most active in
B. Water Investments has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
YouTube
Website
757-425-2987
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