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BLUE WATER CAPITAL MANAGEMENT, LLC

APEX, NC · CRD 127193 · IAPD ↗ · bluewaterportfolios.com · 919-589-2528

$159.8MRegulatory AUM
2Advisory reps
2Employees
9Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2025 — BLUE WATER CAPITAL MANAGEMENT, LLC now reports custody of client assets ($244,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
June 2024 — BLUE WATER CAPITAL MANAGEMENT, LLC (APEX, NC) is newly SEC-registered with $128.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.