Oceanic Capital Management LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 146135
- Website
- www.oceaniccap.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals38.36%
- HNWI31.7%
- Pension & Profit Sharing Plans28.99%
- Other0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Oceanic Capital Management LLC is an independent, New Jersey–based RIA organized as an LLC that serves both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with selection-of-other-advisers services, and it also operates as an insurance broker. Its fee menu includes percentage-of-AUM pricing alongside hourly, fixed-fee, and other arrangements. Oceanic describes itself as a capital allocator, directing client capital to third-party managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- US Government Bonds27%
- Exchange Traded Equities14%
- Private Funds8%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Thomas Yorke
Managing DirectorCRD 1499991

Douglas Lyons
Managing DirectorCRD 1612316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 125 Half Mile Rd
- Time zone
- ET (UTC-5)
- Office locations
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