CPA ASSET MANAGEMENT GROUP, LLC
Legal name: BLUE OCEAN CAPITAL
CRD #107833 SEC #801-57664 WEST PALM BEACH, FL 561-659-3301
SEC Registered
Total AUM
$517.3M
Discretionary
$517.3M
Employees
11
Clients
1
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $517.3M | $517.3M | $0 | 11 | 2 |
| Jul 2025 | $517.3M | $517.3M | $0 | 11 | 2 |
| May 2025 | $517.3M | $517.3M | $0 | 11 | 2 |
| Mar 2025 | $517.3M | $517.3M | $0 | 11 | 2 |
| Feb 2024 | $498.1M | $498.1M | $0 | 14 | 2 |
| Feb 2024 | $498.1M | $498.1M | $0 | 14 | 2 |
| Mar 2023 | $456.8M | $456.8M | $0 | 13 | 2 |
| Feb 2022 | $568M | $568M | $0 | 6 | 2 |
| May 2021 | $485M | $485M | $0 | 5 | 2 |
| Mar 2021 | $485M | $485M | $0 | 5 | 2 |
| Nov 2020 | $514.4M | $514.4M | $0 | 6 | 2 |
| Jun 2020 | $514.4M | $514.4M | $0 | 6 | 2 |
| Mar 2020 | $514.4M | $514.4M | $0 | 6 | 2 |
| Mar 2019 | $443M | $443M | $0 | 5 | 2 |
| Mar 2019 | $443M | $443M | $0 | 5 | 2 |
| Mar 2018 | $454.3M | $454.3M | $0 | 6 | 1 |
| Nov 2017 | $422.7M | $422.7M | $0 | 5 | 1 |
| Mar 2017 | $422.7M | $422.7M | $0 | 5 | 200 |
| Oct 2016 | $416.2M | $416.2M | $0 | 6 | 200 |
| Mar 2016 | $354.7M | $354.7M | $0 | 5 | 200 |
| Apr 2015 | $378.8M | $369.8M | $8.9M | 6 | 100 |
| Apr 2015 | $378.8M | $369.8M | $8.9M | 6 | 100 |
| Mar 2015 | $378.8M | $369.8M | $8.9M | 6 | 100 |
| Mar 2014 | $364.8M | $360.3M | $4.6M | 6 | 150 |
| Apr 2013 | $317M | $310.2M | $6.8M | 5 | 150 |
| Mar 2013 | $317M | $310.2M | $6.8M | 5 | 150 |
| Apr 2012 | $307.3M | $298.2M | $9.1M | 1 | 150 |
| Mar 2012 | $307.3M | $298.2M | $9.1M | 1 | 150 |
| Aug 2011 | $304.8M | $301.7M | $3.1M | 5 | -- |
| Mar 2011 | $280.1M | $276.4M | $3.7M | 5 | -- |
| Feb 2011 | $280.1M | $276.4M | $3.7M | 5 | -- |
| Feb 2008 | $277.2M | $268M | $9.1M | 5 | -- |
| Oct 2007 | $280.7M | $271.2M | $9.5M | 5 | -- |
| Sep 2007 | $280.7M | $271.2M | $9.5M | 5 | -- |
| Feb 2007 | $199.2M | $187.8M | $11.4M | 5 | -- |
| Jan 2007 | $199.2M | $187.8M | $11.4M | 5 | -- |
| Jan 2007 | $148.5M | $134.8M | $13.6M | 5 | -- |
| Mar 2006 | $148.5M | $134.8M | $13.6M | 5 | -- |
| May 2005 | $124.5M | $100.6M | $23.8M | 5 | -- |
| May 2002 | $101.7M | $99.8M | $2M | 5 | -- |
DateOct 2025
Total AUM$517.3M
Discretionary$517.3M
Non-Disc.$0
Employees11
Clients2
DateJul 2025
Total AUM$517.3M
Discretionary$517.3M
Non-Disc.$0
Employees11
Clients2
DateMay 2025
Total AUM$517.3M
Discretionary$517.3M
Non-Disc.$0
Employees11
Clients2
DateMar 2025
Total AUM$517.3M
Discretionary$517.3M
Non-Disc.$0
Employees11
Clients2
DateFeb 2024
Total AUM$498.1M
Discretionary$498.1M
Non-Disc.$0
Employees14
Clients2
DateFeb 2024
Total AUM$498.1M
Discretionary$498.1M
Non-Disc.$0
Employees14
Clients2
DateMar 2023
Total AUM$456.8M
Discretionary$456.8M
Non-Disc.$0
Employees13
Clients2
DateFeb 2022
Total AUM$568M
Discretionary$568M
Non-Disc.$0
Employees6
Clients2
DateMay 2021
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees5
Clients2
DateMar 2021
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees5
Clients2
DateNov 2020
Total AUM$514.4M
Discretionary$514.4M
Non-Disc.$0
Employees6
Clients2
DateJun 2020
Total AUM$514.4M
Discretionary$514.4M
Non-Disc.$0
Employees6
Clients2
DateMar 2020
Total AUM$514.4M
Discretionary$514.4M
Non-Disc.$0
Employees6
Clients2
DateMar 2019
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees5
Clients2
DateMar 2018
Total AUM$454.3M
Discretionary$454.3M
Non-Disc.$0
Employees6
Clients1
DateNov 2017
Total AUM$422.7M
Discretionary$422.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2017
Total AUM$422.7M
Discretionary$422.7M
Non-Disc.$0
Employees5
Clients200
DateOct 2016
Total AUM$416.2M
Discretionary$416.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$378.8M
Discretionary$369.8M
Non-Disc.$8.9M
Employees6
Clients100
DateApr 2015
Total AUM$378.8M
Discretionary$369.8M
Non-Disc.$8.9M
Employees6
Clients100
DateMar 2015
Total AUM$378.8M
Discretionary$369.8M
Non-Disc.$8.9M
Employees6
Clients100
DateMar 2014
Total AUM$364.8M
Discretionary$360.3M
Non-Disc.$4.6M
Employees6
Clients150
DateApr 2013
Total AUM$317M
Discretionary$310.2M
Non-Disc.$6.8M
Employees5
Clients150
DateMar 2013
Total AUM$317M
Discretionary$310.2M
Non-Disc.$6.8M
Employees5
Clients150
DateApr 2012
Total AUM$307.3M
Discretionary$298.2M
Non-Disc.$9.1M
Employees1
Clients150
DateMar 2012
Total AUM$307.3M
Discretionary$298.2M
Non-Disc.$9.1M
Employees1
Clients150
DateAug 2011
Total AUM$304.8M
Discretionary$301.7M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2011
Total AUM$280.1M
Discretionary$276.4M
Non-Disc.$3.7M
Employees5
Clients--
DateFeb 2011
Total AUM$280.1M
Discretionary$276.4M
Non-Disc.$3.7M
Employees5
Clients--
DateFeb 2008
Total AUM$277.2M
Discretionary$268M
Non-Disc.$9.1M
Employees5
Clients--
DateOct 2007
Total AUM$280.7M
Discretionary$271.2M
Non-Disc.$9.5M
Employees5
Clients--
DateSep 2007
Total AUM$280.7M
Discretionary$271.2M
Non-Disc.$9.5M
Employees5
Clients--
DateFeb 2007
Total AUM$199.2M
Discretionary$187.8M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2007
Total AUM$199.2M
Discretionary$187.8M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2007
Total AUM$148.5M
Discretionary$134.8M
Non-Disc.$13.6M
Employees5
Clients--
DateMar 2006
Total AUM$148.5M
Discretionary$134.8M
Non-Disc.$13.6M
Employees5
Clients--
DateMay 2005
Total AUM$124.5M
Discretionary$100.6M
Non-Disc.$23.8M
Employees5
Clients--
DateMay 2002
Total AUM$101.7M
Discretionary$99.8M
Non-Disc.$2M
Employees5
Clients--