Terrance Green
Blue Water Capital Management · Apex, North Carolina
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.
Request an introduction to Terrance →
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 | $159.8M across 385 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2743962 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bluewaterportfolios.com |
How Terrance's firm compares
- Blue Water Capital Management's average account is about $415,000, from its Form ADV (assets managed divided by 385 accounts).
Request an introduction to Terrance
Tell Terrance a little about what you're looking for. Terrance isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Terrance
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.