Overview
Assets Under Management: $226 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 21
Average Client Assets: $3.4 million
Frequently Asked Questions
OCEANIS FINANCIAL ADVISORS, INC. 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 #307787), OCEANIS FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
OCEANIS FINANCIAL ADVISORS, INC. is headquartered in MIAMI, FL.
OCEANIS FINANCIAL ADVISORS, INC. serves 21 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, OCEANIS FINANCIAL ADVISORS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
OCEANIS FINANCIAL ADVISORS, INC. manages $226 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, OCEANIS FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.74%
Average Client Assets: $3.4 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 307787
Filing ID: 2082630
Last Filing Date: 2026-03-25 14:31:09