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Top 3 financial advisor firms in Apex

3 SEC-registered financial advisor firms are headquartered in Apex, NC, with $461M in combined regulatory assets under management. The largest by assets are Hunter Street Investment Advisors ($166M), Blue Water Capital Management ($160M) and Business-Owner Strategies Group ($135M).

3
Financial advisor firms
$461M
Their combined AUM
$160M
Median firm AUM
730
Clients of the top 3

The 3 largest by assets

  1. 1
    Hunter Street Investment Advisors

    RIA

    $166M

  2. 2
    Blue Water Capital Management

    RIA

    $160M

  3. 3
    Business-Owner Strategies Group

    RIA

    $135M

Profiles of the top 3

No. 1 · RIA

Hunter Street Investment Advisors

Hunter Street Investment Advisors is an investment adviser based in Apex, NC, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $166 million, as filed on 1 June 2026.

Hunter Street Investment Advisors charges up to 1.40% a year for its Advisory Program.

Regulatory AUM
$166M
Clients
352
Advisory staff
7
Fee schedule
Up to 1.40% a year
Headquarters
56 Hunter Street, Suite 210, Apex, NC 27502
Phone
919-589-4040

No. 2 · RIA

Blue Water Capital Management

Blue Water Capital Management is an investment adviser based in Apex, NC, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $160 million, as filed on 27 February 2026.

Blue Water Capital Management charges 0.20%–0.80% a year for its Portfolio Management Fees.

Regulatory AUM
$160M
Clients
106
Advisory staff
2
Fee schedule
0.20% to 0.80% a year
Custodians
Charles Schwab
Headquarters
315 S. Salem Street, #422, Apex, NC 27502
Phone
919-589-2528
Website
bluewaterportfolios.com

No. 3 · RIA

Business-Owner Strategies Group

Business-Owner Strategies Group is an investment adviser based in Apex, NC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $135 million, as filed on 1 July 2026.

Business-Owner Strategies Group charges 1.25%–2.00% a year for its Investment Management.

Regulatory AUM
$135M
Clients
272
Advisory staff
6
Fee schedule
1.25% to 2.00% a year
Minimum account
$10,000
Custodians
Fidelity, Charles Schwab
Headquarters
56 Hunter Street, Suite 230, Apex, NC 27502
Phone
919-267-4753
Website
bsgadvisers.com

Questions about financial advisors in Apex

How many financial advisor firms are headquartered in Apex?

3 SEC-registered financial advisor firms report their principal office in Apex, NC, managing $461M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Apex?

Hunter Street Investment Advisors, with $166M in regulatory assets under management on its latest Form ADV. The next largest are Blue Water Capital Management ($160M) and Business-Owner Strategies Group ($135M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Apex?

The median firm manages $160M in regulatory assets. That is the midpoint of the 3 firms headquartered in Apex.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Apex charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Apex?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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