BLUE WATERS ADVISORY GROUP, LLC

BLUE WATERS ADVISORY GROUP, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 158536). Regulatory assets under management: $97.7M.

Registration

• CRD: 158536
• Type: Registered investment adviser
• Location: 1301 S. CAPITAL OF TEXAS HWY, AUSTIN, TX, 78746
• Phone: 512-533-9110
• Latest filing: 2026-03-30
• Regulatory AUM: $97.7M
• Discretionary AUM: $95.2M
• Non-discretionary AUM: $2.5M
• Clients: 4
• Accounts: 286

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158536 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search