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OCEAN ADVISORS, LLC
CRD 133124
3411 MAR VISTA CIRCLE, CHARLOTTE, NC, 28209, United States
Phone
704-523-6914
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.8M
Discretionary AUM
$54.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.0M |
| High net worth individuals | 25 | $50.7M |
All web addresses on file
Official SEC filing: View on IAPD