Blue Water Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Apex, NC. Its latest Form ADV filing, dated February 27, 2026, reports $160M in regulatory assets under management, 2 employees, and 385 accounts.
Assets Under Management
$160M
Employees
2
Offices
--
Total Clients
106
Primary office
APEX, NC
315 S. SALEM STREET, #422, APEX, NC, United States
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
58
2
Individuals
45.3%
48
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of February 27, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$160M
Total Accounts385
10Y AUM Change+$32M (+24.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee53:1
10Y Employee Change-1 (-33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.