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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Evans, Bethany, Amber | I | CHIEF FINANCIAL OFFICER/MEMBER | NA | Control |
| JOHNSON, JAMES, WESLEY | I | MEMBER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| KNOTTS, HILLARY, KAITLAND | I | SECRETARY/CHIEF COMPLIANCE OFFICER/MEMBER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, HILLARY, KAITLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/MANAGING MEMBER | E | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER | D | Control |
| ELHILOW, MARK | I | PRESIDENT; SECRETARY; MANAGING MEMBER | C | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CCO | C | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ELHILOW, MARK, BRADLEY | I | PRESIDENT/SECRETARY/MANAGING MEMBER/CCO | C | Control |
| HOLT, EDWARD, THOMAS | I | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | C | Control |
| HOLT, EDWARD, THOMAS | I | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | C | Control |
| HOLT, EDWARD, THOMAS | I | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | C | Control |
| HOLT, EDWARD, THOMAS | I | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | C | Control |
| HOLT, EDWARD, THOMAS | I | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | C | Control |
| HENDRIX, ROBERT, WAYNE | I | MEMBER | B | Control |
| HENDRIX, ROBERT, WAYNE | I | MEMBER | B | Control |
| HENDRIX, ROBERT, WAYNE | I | MEMBER | B | Control |
| HENDRIX, ROBERT, WAYNE | I | MEMBER | B | Control |
| HENDRIX, ROBERT, WAYNE | I | MEMBER | B | Control |
| SMITH, RONALD | I | VP EQUITY RESEARCH & MANAGEMENT/MEMBER | B | Control |
| SMITH, RONALD | I | VP EQUITY RESEARCH & MANAGEMENT/MEMBER | B | Control |
| SMITH, RONALD | I | VP EQUITY RESEARCH & MANAGEMENT/MEMBER | B | Control |
| SMITH, RONALD | I | VP EQUITY RESEARCH; MEMBER | B | Control |
| SMITH, RONALD | I | VP EQUITY RESEARCH & MANAGEMENT/MEMBER | B | Control |
| SMITH, RONALD, GREGORY | I | VICE PRESIDENT/MANAGING MEMBER | A | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (5)
FL NC NH NY TX
Address
501 SOUTH FLAGLER DRIVESUITE 220
WEST PALM BEACH, FL 33401
United States
Phone: 561-659-3301