← Back to searchVisit website
OCEANIS FINANCIAL ADVISORS, INC.
CRD 307787 · SEC 801-118279
40 SW 13TH STREET, SUITE 605, MIAMI, FL, 33130, United States
Phone
305-330-4398
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.6M
Discretionary AUM
$225.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $5.9M |
| High net worth individuals | 21 | $71.6M |
| Investment companies | 23 | $148.1M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD