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OCEANUS CAPITAL PARTNERS, LLC

Advisory

PONTE VEDRA BEACH, FL

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

Rank in FL
#1,447
of 2,610 advisers by AUM
Average account
$890K
across 83 accounts
AUM per adviser
$74M
1 adviser

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

Total AUM
$74M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, FL, GA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

TRUEWATER WEALTH, P.A.
PONTE VEDRA BEACH, FL
$74M
LESLIE GALE ADVISORS, LLC
$73M
TRUEVINE FAMILY WEALTH, LLC
$73M
CASSINI CAPITAL MANAGEMENT, LLC
TALLAHASSEE, FL
$75M
RONALD GELOK & ASSOCIATES, LLC
NAPLES, FL
$75M
RETIREMENT INCOME STRATEGIES INC.
PALM BEACH GARDENS, FL
$73M

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