WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

Legal name: DEEP BLUE INVESTMENT ADVISORS

CRD #115344 SEC #801-60690 TAMPA, FL 813-238-4800

SEC Registered

Total AUM

$15.7B

Discretionary

$10.5B

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 28, 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
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA
CHIN, SOTHARA	I	CHIEF COMPLIANCE OFFICER	NA
EWASKO, JASON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA
EWASKO, JASON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA
HUSTON, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA
JANG, DAVID, MING LEE	I	EXECUTIVE	NA
JANG, DAVID, MING LEE	I	EXECUTIVE	NA
JANG, DAVID, MING LEE	I	EXECUTIVE	NA
JANG, DAVID, MING LEE	I	EXECUTIVE	NA
NEFF, TONI, SUE	I	CHIEF COMPLIANCE OFFICER	NA
NEFF, TONI, SUE	I	CHIEF COMPLIANCE OFFICER	NA
NEFF, TONI, SUE	I	CHIEF COMPLIANCE OFFICER	NA
SCOTT, DAVID, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA
SCOTT, DAVID, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA
SCOTT, DAVID, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA
SCOTT, DAVID, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA
WERTZ, MICHAEL, B.	I	OWNER	E	Control
WERTZ, MICHAEL, B.	I	OWNER	E	Control
WERTZ, MICHAEL, B.	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, B.	I	OWNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING MEMBER	E	Control
WERTZ, MICHAEL, BRENT	I	CHIEF COMPLIANCE OFFICER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	E	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, B.	I	OWNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
WERTZ, MICHAEL, BRENT	I	MANAGING PARTNER	D	Control
YORK, MITCHELL, PAUL	I	CHIEF COMPLIANCE OFFICER; OWNER	D	Control
YORK, MITCHELL, PAUL	I	CHIEF COMPLIANCE OFFICER; OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	CHIEF COMPLIANCE OFFICER; OWNER	D	Control
YORK, MITCHELL, PAUL	I	CHIEF COMPLIANCE OFFICER; OWNER	D	Control
YORK, MITCHELL, PAUL	I	CHIEF COMPLIANCE OFFICER; OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
YORK, MITCHELL, PAUL	I	OWNER	D	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	PARTNER	C	Control
JANG, DAVID, MING LEE	I	EXECUTIVE	B	Control
JANG, DAVID, MING LEE	I	EXECUTIVE	B	Control
JANG, DAVID, MING LEE	I	EXECUTIVE	B	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control
JANG, DAVID, MING LEE	I	PARTNER	A	Control

Registrations

Federal

Aug 28, 2025 REGISTERED

Notice Filings (2)

FL TX

Address

5502 NORTH NEBRASKA AVE
TAMPA, FL 33604
United States

Phone: 813-238-4800