BLUE WATER CAPITAL MANAGEMENT, LLC
SEC RegisteredFinancial Planning for Retirees & Pre-Retirees With $1.25M+ Investment Portfolios.
About the firm
Blue Water has been an independent, fee-only, fiduciary financial advisory firm since its founding in 2003. The firm specializes in comprehensive retirement planning and personalized investment management for retirees and those approaching retirement, with a boutique approach focused on existing clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement planning and investment management including retirement income strategies, tax planning, estate and legacy planning, income laddering, safe and dynamic withdrawal strategies, pension and Social Security benefits planning, risk and insurance planning, and low-cost diversified investment portfolios.
Who they serve
Retirees and pre-retirees with investment portfolios of $1.25M or more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $22M |
| High Net Worth Individuals | 58 | $136M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE WATER CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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