# Blue Water Capital Management

Blue Water Capital Management is a Bank / Wealth / Trust based in Apex, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Apex, United States
- **Region:** North America
- **Address:** Apex, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** bluewaterportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/blue-water-capital-mgmt

## Regulatory record

- **CRD number:** 127193
- **SEC file number:** 801-130294
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127193

## About

Blue Water Capital Management was established in 2007 as a US wealth manager and registered investment advisor. The firm delivers investment advisory, financial planning, and wealth management services. It works with individuals, high-net-worth individuals, and charitable organizations across the United States. No specific asset-class allocations or named holdings appear in available records. Team size, additional offices, and recent operational events remain undisclosed. The firm maintains its primary presence in Apex. Governance and ownership details beyond the 2007 founding are not publicly specified.

## Questions

### What services does Blue Water Capital Management provide?

The firm offers investment advisory, financial planning, and wealth management to individuals, high-net-worth individuals, and charitable organizations.

### When was Blue Water Capital Management founded?

Blue Water Capital Management was established in 2007.

## Related profiles

- [Bluewatch Ventures](https://altss.com/profile/bluewatch-ventures)
- [BlueWaters Investment Group](https://altss.com/profile/bluewaters-investment-group)

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Last updated: 2026-06-03T20:00:00.000Z

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