BLUE OCEAN CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FRANKLIN, Tennessee
CRD number
307453
Registered since
February 28, 2025

Firm profile

FINTRX

Overview

Blue Ocean Capital, LLC is an SEC-registered investment adviser formed as a limited liability company and owned by an individual. The firm’s regulatory profile shows registration in 2025 and a classification that is not publicly categorized, but its activities point toward managing private pooled vehicles rather than acting as a traditional retail RIA. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Activity appears centered on operating private hedge funds rather than offering broad-based advisory relationships to individual retail clients. Given the absence of reported advisory clients, the firm’s primary role is fund management and investor servicing for those pooled vehicles rather than running wrap or advisory account programs for outside clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MICHAEL SMORCH

    Managing MemberCRD 1914066

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FRANKLIN, TN

WILLIAMSON

Location

FRANKLIN, TN

Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
725 Cool Springs Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth