# Terrance Green

> Terrance Green is a fee-only financial advisor at Blue Water Capital Management in Apex, North Carolina, who holds the CFP credential. Blue Water Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/terrance-green/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Blue Water Capital Management
- **Based in:** Apex, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $159.8M across 385 accounts
- **Credentials:** CFP
- **CRD:** 2743962 (https://adviserinfo.sec.gov/individual/summary/2743962)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.bluewaterportfolios.com

## Frequently asked questions

### Is Terrance Green a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Terrance holds no broker registration, and Blue Water Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Terrance charge for financial advice?

Terrance's firm, Blue Water Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Terrance Green based?

Terrance Green is based in Apex, North Carolina.

### What credentials does Terrance Green hold?

Terrance Green holds the CFP credential.

### Is Terrance Green registered with the SEC?

Yes. Terrance Green is registered as an investment adviser representative in TX (CRD 2743962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Water Capital Management manage?

Blue Water Capital Management reports $159.8M across 385 accounts in assets under management.

### How do I contact Terrance Green?

Through Terrance's website, www.bluewaterportfolios.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2743962): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.