Ocala Capital, LLC

Ocala Capital, LLC (CRD# 174846) is a financial advisory firm headquartered in Ocala, FL. They manage $11,100,000 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1396 Ne 20th Ave. Suite 600, Ocala, FL 34470
http://ocalacapital.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $64,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ocala Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Dicks, financial advisor Ocala FL
David J. Dicks
CRD#: 2387537
1396 Ne 20th Ave. Suite 600, Ocala, FL 34470

David Dicks (CRD# 2387537) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 23 years of experience in the finance industry.

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

Michael Milne (CRD# 1842992) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 32 years of experience in the finance industry.

3
John Moody, financial advisor Ocala FL
John M. Moody
CRD#: 5474822
1396 Ne 20th Ave. Suite 600, Ocala, FL 34470

John Moody (CRD# 5474822) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 13 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals