OCALA CAPITAL, LLC

Overview

Ocala Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, combining investment management with financial planning and pension-consulting services for small businesses. It also operates as an insurance broker, which is reflected in its use of annuity products. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Ocala Capital reports that it does not market itself as an ESG-focused manager and is not set up as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives