RIA Intel›Advisers›Florida›OCALA CAPITAL, LLC

OCALA CAPITAL, LLC

Advisory

OCALA, FL

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in FL

#2,077

of 2,610 advisers by AUM

Average account

$85K

across 177 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients133

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

133 clients

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

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

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HAYDEN LIPP FINANCIAL SERVICES, LLC

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ELEVATION HAVEN FINANCIAL LLC

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