Oceanis Financial Advisors, Inc.

RIASEC Registered

Total AUM

$226M

Discretionary

$226M

100% of AUM

Avg account

$2.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 307787
Registered since: March 23, 2020
Website: oceanisfinancialadvisor.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Investment Companies65.65%
HNWI31.74%
Individuals2.62%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oceanis Financial Advisors, Inc. is a corporation that operates as an institutional registered investment adviser; its ADV shows the firm registered with the SEC in 2020. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and on portfolio management for businesses or institutional investors. The firm’s filing indicates it does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.