RIA Intel›Advisers›Florida›OCEAN FINANCIAL ADVISORS LLC

OCEAN FINANCIAL ADVISORS LLC

Advisory

MIAMI, FL

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

Rank in FL

#2,363

of 2,610 advisers by AUM

Average account

$807K

across 5 accounts

AUM per adviser

$672K

6 advisers

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

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$4M

Discretionary AUM$3M

Non-Discretionary AUM$815K

Discretionary %79.8%

Total Clients5

Team

Total Employees10

Investment Advisers6

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.

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

5 clients

3 high-net-worth

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

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