Ocala Capital, LLC

Ocala Capital, LLC (CRD# 174846) is a financial advisory firm headquartered in Ocala, FL. They manage $5,300,000 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $50,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ocala Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John M. Moody
CRD#: 5474822
1396 Ne 20th Ave. Suite 600, Ocala, FL 34470
93
Wealthminder
score

John Moody (CRD# 5474822) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 6 years of experience in the finance industry.

2
Michael C. Milne
CRD#: 1842992
1396 Ne 20th Ave. Suite 600, Ocala, FL 34470
38
Wealthminder
score

Michael Milne (CRD# 1842992) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 25 years of experience in the finance industry.

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