RIA Intel›Advisers›Delaware›GREAT OCEAN ROAD FINANCIAL, LLC

GREAT OCEAN ROAD FINANCIAL, LLC

Advisory

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$217K

across 36 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$7M

Non-Discretionary AUM$1M

Discretionary %86.5%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, FL, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

COVEXIC LLC

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BEOFOR CAPITAL LLC

$8M

LIONSOUL GLOBAL ADVISORS LLC

LONDON, DE

$8M

PATTON HALL, LLC

$7M

GRAMMATICAL CAPITAL, LLC

$7M

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