Oac Capital Advisors LLC

Oac Capital Advisors LLC (CRD# 317559) is a financial advisory firm headquartered in , . They manage $159,845,984 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,321,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Oac Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicola Corsetti, financial advisor Miami Beach FL
Nicola A. Corsetti
CRD#: 6852226
Miami Beach, FL

Nicola Corsetti (CRD# 6852226) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Miami Beach, FL and has 1 year of experience in the finance industry.

2
Benjamin Hein, financial advisor Miami Beach FL
Benjamin E. Hein
CRD#: 4027543
Miami Beach, FL

Benjamin Hein (CRD# 4027543) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Miami Beach, FL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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