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Mark Bradley Elhilow

Blue Ocean Capital

West Palm Beach, FL

CRD 2948028

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Employer firm

Blue Ocean Capital CRD 107833

$619M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Ocean Capital

501 South Flagler Drive Suite 220, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-18
FL RA APPROVED 1997-10-20
  • TX RA
    APPROVED_RES
    Since 2018-01-18
  • FL RA
    APPROVED
    Since 1997-10-20

Branch Locations

501 South Flagler Drive Suite 220, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Ocean Capital West Palm Beach FL 10/1997 Present
Elhilow, Smith & Company, Llc West Palm Beach FL 01/2007 12/2018
  • 10/1997 → Present
    Blue Ocean Capital
    West Palm Beach, FL
  • 01/2007 → 12/2018
    Elhilow, Smith & Company, Llc
    West Palm Beach, FL
Other Businesses

Warehouse rental, non investment-related activity. Does not interfere with investment advisory activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-08
  • S65 Uniform Investment Adviser Law Examination
    1997-09-08
Other Names
  • Mark Elhilow

View on SEC IAPD

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Nearby Offices

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MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

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