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OCEAN AVENUE FINANCIAL SERVICES LLC

Advisory

SANTA MONICA, CA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in CA

#2,946

of 5,480 advisers by AUM

Average account

$704K

across 122 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$86M

Discretionary AUM$0

Non-Discretionary AUM$86M

Discretionary %0%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

28 clients

28 high-net-worth

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

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