Dakota
Dakota
Book a Demo
Talk to an Expert

Blue Ocean Capital (CPA Asset Management)

EST. AUM
$619,157,530

CONTACTS
2

CLIENT ACCOUNTS
491

Firm Details

Metro area West Palm Beach
CRD Number 107833
Website blueoceancpa.com
Client types

Overview

Blue Ocean Capital is an independent, fee-only wealth management firm that specializes in multi-family office administration, investment management, and financial, tax, and estate planning. Established in 1997 from a traditional CPA practice, the firm is comprised of a seasoned team of Certified Public Accountants, Certified Financial Planners, and licensed investment professionals who collectively serve a distinguished clientele of high-net-worth families and their associated businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy