Overview
Assets Under Management: $408 million
High-Net-Worth Clients: 43
Average Client Assets: $9 million
Frequently Asked Questions
FIVE OCEANS ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308377), FIVE OCEANS ADVISORS LLC is subject to fiduciary duty under federal law.
FIVE OCEANS ADVISORS LLC serves 43 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, FIVE OCEANS ADVISORS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIVE OCEANS ADVISORS LLC manages $408 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, FIVE OCEANS ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.14
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 532
Discretionary Accounts: 485
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 308377
Last Filing Date: 2025-02-21 00:00:00
Website: https://fiveoceansadvisors.com