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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE OCEAN CAPITAL

CPA ASSET MANAGEMENT GROUP, LLC, CRD 107833

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:095c899d-bb48-3375-c2d1-01db27e97320

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Feb 17, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $619MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $619M
Private client RAUM: $550MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 491
Individual clients: 64
High net worth clients: 84
Custody, client assets: $258M
SEC number: 801-57664
CIK: 1963967
CRD: 107833
Filings on the tape: 30
First filed: Mar 29, 2012
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK BRADLEY ELHILOW	n/a	WEST PALM BEACH, FL	28	29	n/a	no
RONALD GREGORY SMITH	n/a	WEST PALM BEACH, FL	24	28	n/a	no
JAMES WESLEY JOHNSON	Certified Financial Planner	WEST PALM BEACH, FL	23	24	n/a	no
HILLARY KAITLAND KNOTTS	Certified Financial Planner	WEST PALM BEACH, FL	9	13	n/a	no
Bethany Amber Evans	Certified Financial Planner	WEST PALM BEACH, FL	1	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELHILOW, MARK, BRADLEY	PRESIDENT/SECRETARY/MANAGING MEMBER	D	yes	04/2002	Mar 29, 2012	Feb 14, 2024
SMITH, RONALD, GREGORY	VICE PRESIDENT/MANAGING MEMBER	C	yes	02/2007	Mar 29, 2012	Feb 14, 2024
KNOTTS, HILLARY, KAITLAND	CHIEF COMPLIANCE OFFICER	Na	no	01/2019	Mar 22, 2019	Feb 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$619M	$619M	11	5	0	n/a	n/a
2024	Mar 10, 2025	$517M	$517M	11	5	0	n/a	n/a
2023	Feb 9, 2024	$498M	$498M	14	4	0	n/a	n/a
2022	Mar 1, 2023	$457M	$457M	13	4	0	n/a	n/a
2021	Feb 15, 2022	$568M	$568M	6	4	0	n/a	n/a
2020	Mar 5, 2021	$485M	$485M	5	4	0	n/a	n/a
2019	Mar 23, 2020	$514M	$514M	6	4	0	n/a	n/a
2018	Mar 22, 2019	$443M	$443M	5	4	0	n/a	n/a
2017	Mar 29, 2018	$454M	$454M	6	5	0	n/a	n/a
2016	Mar 13, 2017	$423M	$423M	5	5	n/a	n/a	n/a
2015	Mar 23, 2016	$355M	$355M	5	4	n/a	n/a	n/a
2014	Mar 31, 2015	$379M	$370M	6	5	n/a	n/a	n/a
2013	Mar 28, 2014	$365M	$360M	6	5	n/a	n/a	n/a
2012	Mar 22, 2013	$317M	$310M	5	4	n/a	n/a	n/a
2011	Mar 29, 2012	$307M	$298M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$619M	$517M	19.7%	$457M	10.7%	11	11	0	0

Relationships

Registered with (5)

← Bethany Amber EvansAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← HILLARY KAITLAND KNOTTSAdvisorregistration: current employment
Dec 7, 2016 to presentfactForm ADV
← JAMES WESLEY JOHNSONAdvisorregistration: current employment
Mar 6, 2003 to presentfactForm ADV
← RONALD GREGORY SMITHAdvisorregistration: current employment
Jan 2, 2002 to presentfactForm ADV
← MARK BRADLEY ELHILOWAdvisorregistration: current employment
Oct 20, 1997 to presentfactForm ADV

Controls (2)

← ELHILOW, MARK, BRADLEYOwnerPRESIDENT/SECRETARY/MANAGING MEMBER, ownership code D, individual
Mar 29, 2012 to Feb 14, 2024factForm ADV
← SMITH, RONALD, GREGORYOwnerVICE PRESIDENT/MANAGING MEMBER, ownership code C, individual
Mar 29, 2012 to Feb 14, 2024factForm ADV

Owns (1)

← KNOTTS, HILLARY, KAITLANDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2019 to Feb 14, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:095c899d-bb48-3375-c2d1-01db27e97320
First observed: Mar 29, 2012
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE OCEAN CAPITAL

CPA ASSET MANAGEMENT GROUP, LLC, CRD 107833

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:095c899d-bb48-3375-c2d1-01db27e97320

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK BRADLEY ELHILOW

n/a

WEST PALM BEACH, FL

n/a

RONALD GREGORY SMITH

n/a

WEST PALM BEACH, FL

n/a

JAMES WESLEY JOHNSON

Certified Financial Planner

WEST PALM BEACH, FL

n/a

HILLARY KAITLAND KNOTTS

Certified Financial Planner

WEST PALM BEACH, FL

n/a

Bethany Amber Evans

Certified Financial Planner

WEST PALM BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELHILOW, MARK, BRADLEY

PRESIDENT/SECRETARY/MANAGING MEMBER

yes

04/2002

Mar 29, 2012

Feb 14, 2024

SMITH, RONALD, GREGORY

VICE PRESIDENT/MANAGING MEMBER

yes

02/2007

Mar 29, 2012

Feb 14, 2024

KNOTTS, HILLARY, KAITLAND

CHIEF COMPLIANCE OFFICER

01/2019

Mar 22, 2019

Feb 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$619M

n/a

2024

Mar 10, 2025

$517M

n/a

2023

Feb 9, 2024

$498M

n/a

2022

Mar 1, 2023

$457M

n/a

2021

Feb 15, 2022

$568M

n/a

2020

Mar 5, 2021

$485M

n/a

2019

Mar 23, 2020

$514M

n/a

2018

Mar 22, 2019

$443M

n/a

2017

Mar 29, 2018

$454M

n/a

2016

Mar 13, 2017

$423M

n/a

2015

Mar 23, 2016

$355M

n/a

2014

Mar 31, 2015

$379M

$370M

n/a

2013

Mar 28, 2014

$365M

$360M

n/a

2012

Mar 22, 2013

$317M

$310M

n/a

2011

Mar 29, 2012

$307M

$298M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$619M

$517M

19.7%

$457M

10.7%