RIA Intel›Advisers›North Carolina›OCEAN ADVISORS, LLC

OCEAN ADVISORS, LLC

Advisory

CHARLOTTE, NC

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

Rank in NC

#503

of 516 advisers by AUM

Average account

$565K

across 97 accounts

AUM per adviser

$55M

1 advisers

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

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC

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

51 clients

25 high-net-worth

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

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