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Mark Bradley Elhilow

Investment adviser representative at Blue Ocean Capital
21 yearsExperience
2 statesRegistered in
$619.2MFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Blue Ocean CapitalOct 1997 to now
  2. Elhilow, Smith & Company, LLCJan 2007 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Blue Ocean Capital

Legal name: Cpa Asset Management Group, LLC

$619.2MAssets managed
168Clients
5Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2948028
Firm CRD
107833
Advisor's SEC record (opens in a new tab)
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