Great Ocean Road Financial

Overview

Great Ocean Road Financial is a small, independent registered investment adviser structured as an LLC that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates like a boutique accounting-advice practice: it charges both a percentage of assets under management and hourly fees and blends financial planning with discretionary portfolio oversight for individuals and small businesses. Investment activity is equity-focused — the firm favors exchange-traded equities and ETF-based exposures as the core of client portfolios, while maintaining the ability to place selective, opportunistic allocations into private placements and real estate investments through third-party managers. Great Ocean Road Financial is not an ESG-focused allocator and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices