Blue Water Capital Management, Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 106
- Avg AUM / client
- $1.5M
- Accounts
- 385
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $22.1M | 13.8% |
| High net worth individuals | 58 | $136M | 85.2% |
| Charitable organizations | 0 | $1.5M | 0.96% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bluefors Cryocooler Technologies Inc. 401 K Plan Bluefors Cryocooler Technologies Inc. | 2024 | |
| Pathfinder Bank 401(k) Savings Plan Pathfinder Bank | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terrance Anthony Green | Managing Director And Cco | CFP | Jun 2003 (23y) | 75% or more |
| Deborah Lynn Hobart | Registered representative | CFP | May 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bluefors Cryocooler Technologies Inc. 401 K Plan | Bluefors Cryocooler Technologies Inc. | 196 | $23.9M | 01/01/2024 |
| Pathfinder Bank 401(k) Savings Plan | Pathfinder Bank | 271 | $20.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $146M (91% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗