# Blue Water Capital

Blue Water Capital is an Asset Manager based in Apex, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Apex, United States
- **Region:** North America
- **Address:** Apex, NC, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** bluewaterportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/blue-water-capital

## About

Blue Water Capital is an SEC-registered investment adviser in APEX, NC, registered since 2024. The firm manages approximately $160 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management

## People

- Terrance A. Green — Founder
- Deborah L. Hobart — Advisor

## Questions

### What is the minimum portfolio size Blue Water Capital requires?

The firm specializes in serving retirees and pre-retirees with investment portfolios of $1.25 million or more. This minimum is advertised directly on its website and serves as the primary entry gate for its financial-planning and investment-management services.

### Who makes investment decisions at Blue Water Capital?

Founder Terrance A. Green, a CFP professional, and advisor Deborah L. Hobart, a CFP and CPA, are the two named professionals on the Blue Water team. The firm bills itself as a boutique operation that limits the number of new clients it accepts to maintain service levels for existing clients.

### Is Blue Water Capital affiliated with a larger financial institution?

No, the firm explicitly states that it is independent and has been unaffiliated with any Wall Street firm since its founding in 2003. It operates under its own RIA structure, which it credits for its ability to set competitive pricing and control growth without outside pressure.

### Does Blue Water Capital serve clients outside of North Carolina?

Yes. While based in Apex, North Carolina, the firm works with clients across the United States. It accommodates both in-person and virtual meetings, which allows it to maintain relationships with a national client base despite a single physical location.

## Related profiles

- [Blue Horizon Equity](https://altss.com/profile/blue-horizon-equity)
- [Glide Capital](https://altss.com/profile/glide-capital)

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

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