Hillary Knotts has been Secretary/Chief Compliance Officer/Member of CPA Asset Management Group since January 2019, is not listed as a control person, but directly owns under 5% of the firm. Hillary Knotts holds a Bachelor of Science in Accounting and Finance from Florida State University and a Master of Accountancy from Florida State University.
CPA Asset Management Group, LLC is a West Palm Beach, FL firm with $619M under management, 168 clients and 5 advisers in one office, as of its February 2026 filing.
Hillary Knotts is Principal and Chief Compliance Officer of Blue Ocean Capital. She focuses on tax planning and compliance, personalized financial planning and family office services for high-net-worth families, with over 15 years of professional experience. She develops detailed, tailored financial plans that serve as the foundation for customized investment strategies, and she works with clients and their estate attorneys on implementing estate plans. As a family office executive, she oversees aspects of a family's financial life from bill pay and money movement to philanthropic gifting strategies.
- Blue Ocean CapitalCurrent– present · 9 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 107833
Investment adviser representative registrations
Hillary Knotts is registered as an investment adviser representative in Florida, since December 2016.
- FloridaSince 7 December 2016
Examinations
No examinations are on Hillary Knotts’s record.
- Full name
- Hillary Kaitland Knotts
- CRD
- 6281669
- Firm
- CPA Asset Management Group · CRD 107833
- Role
- Secretary/Chief Compliance Officer/Member
- Office
- 501 SOUTH FLAGLER DRIVE, SUITE 220, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blueoceancpa.com
Where does Hillary Knotts work?
Hillary Knotts has been Secretary/Chief Compliance Officer/Member of CPA Asset Management Group, LLC since January 2019.
Is Hillary Knotts a financial advisor?
Yes. Hillary Knotts has a current investment-adviser registration in Florida, through CPA Asset Management Group since December 2016.
How many years of experience does Hillary Knotts have?
Hillary Knotts has 9 years in the financial industry, since December 2016, across 1 adviser firm.
Where is Hillary Knotts based?
Hillary Knotts’ registered office is in West Palm Beach, FL.
Is Hillary Knotts registered with FINRA?
No. Hillary Knotts has no current broker registration.
How can I verify Hillary Knotts’ record?
Search CRD 6281669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hillary Knotts’ full registration record.