Hillary Kaitland Knotts
Investment adviser representative at Blue Ocean Capital
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$619.2MFirm assets
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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
13 years in the industry.
- Blue Ocean CapitalJun 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6281669
- Firm CRD
- 107833