A complete list of active advisors currently associated with Blue Water Capital Management, LLC

Warmer can help you find a great advisor at Blue Water Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Blue Water Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Terrance Green	Apex, NC	23
Deborah Hobart	Apex, NC	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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