OCEAN ADVISORS, LLC

Overview

Ocean Advisors, LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm runs a discretionary portfolio management practice complemented by financial planning and periodic educational seminars and workshops. Its stated investment tilt is toward equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposures. Business and billing arrangements include asset-based fees alongside hourly and fixed-fee engagements, which supports both ongoing investment management and project-based planning work. The firm is structured as a limited liability company and is owned by an individual operator. It does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Location & Offices