Oceanic Capital Management LLC

Oceanic Capital Management LLC (CRD# 146135) is a financial advisory firm headquartered in Red Bank, NJ. They manage $49,207,947 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
125 Half Mile Road, Suite 200, Red Bank, NJ 07701
https://www.facebook.com/oceaniccapitalmanagement
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $252,348
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Oceanic Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Lyons, financial advisor Red Bank NJ
Douglas J. Lyons
CRD#: 1612316
125 Half Mile Road, Suite 200, Red Bank, NJ 07701

Douglas Lyons (CRD# 1612316) is an Investment Advisor Representative working at Oceanic Capital Management LLC in Red Bank, NJ and has over 22 years of experience in the finance industry.

2
Thomas Yorke, financial advisor Red Bank NJ
Thomas H. Yorke
CRD#: 1499991
125 Half Mile Road, Suite 200, Red Bank, NJ 07701

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.

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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