Ronald Smith
Blue Ocean Capital · West Palm Beach, Florida
Ronald Smith is a fee-only financial advisor at Blue Ocean Capital in West Palm Beach, Florida. Ronald focuses on tax planning, estate & legacy planning and family wealth transfer. Blue Ocean Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Blue Ocean Capital |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $619.2M across 491 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2953721 |
| Exams passed | Series 65 (1997) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | blueoceancpa.com |
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Questions about Ronald
Is Ronald Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Blue Ocean Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Blue Ocean Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Smith based?
Ronald Smith is based in West Palm Beach, Florida.
What does Ronald specialize in?
Ronald's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Ronald works with multi-generational families.
Is Ronald Smith registered with the SEC?
Yes. Ronald Smith is registered as an investment adviser representative in FL (CRD 2953721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Ocean Capital manage?
Blue Ocean Capital reports $619.2M across 491 accounts in assets under management.
How do I contact Ronald Smith?
Through Ronald's website, blueoceancpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Ocean Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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