Oceanic Capital Management LLC
Oceanic Capital Management LLC (CRD# 146135) is a financial advisory firm headquartered in Red Bank, NJ. They manage $1,098,000 in 9 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$122,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ, NY, PA
Thomas H Yorke (CRD# 1499991) is an Investment Advisor Representative working at Oceanic Capital Management LLC in Red Bank, NJ and has over 30 years of experience in the finance industry. Thomas Yorke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.