OCEAN ADVISORS, LLC

OCEAN ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 133124). Regulatory assets under management: $54.8M.

Registration

• CRD: 133124
• Type: Registered investment adviser
• Location: 3411 MAR VISTA CIRCLE, CHARLOTTE, NC, 28209
• Phone: 704-523-6914
• Latest filing: 2026-02-06
• Regulatory AUM: $54.8M
• Discretionary AUM: $54.8M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search