OCEAN FINANCIAL ADVISORS LLC

OCEAN FINANCIAL ADVISORS LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 291950). Regulatory assets under management: $4.0M.

Registration

• CRD: 291950
• Type: Registered investment adviser
• Location: 780 NW 42ND AVENUE, MIAMI, FL, 33126
• Phone: 305-461-6940
• Latest filing: 2026-03-17
• Regulatory AUM: $4.0M
• Discretionary AUM: $3.2M
• Non-discretionary AUM: $815K
• Clients: 10
• Accounts: 5

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search