BLUE WATERS ADVISORY GROUP, LLC

Overview

Blue Waters Advisory Group, LLC is an independent RIA that combines financial planning, discretionary portfolio management for individuals and small businesses, and insurance brokerage. The firm runs both percentage-of-AUM and fixed-fee engagements and serves individual & family clients as well as some institutional relationships. Its asset allocation emphasis tilts toward equities — the filing shows a clear preference for exchange-traded equities — while also incorporating mutual funds, annuities and selected third-party alternative managers for private equity and real estate. Most client relationships appear to be managed on a discretionary basis, supporting active portfolio implementation through model or separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices