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Chief Financial Officer/member · Blue Ocean Capital

Bethany A. Evans

CRD 7963709 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Ocean Capital, an SEC-registered wealth manager based in West Palm Beach, FL with $619 million in regulatory assets, lists Bethany A. Evans on its Form ADV as Chief Financial Officer/member, a control person.

Firms and roles

  • Blue Ocean CapitalChief Financial Officer/memberWealth manager · West Palm Beach, FL · $619M in regulatory assets

AtlasMembers

Bethany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bethany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.