Oceaniq Capital, LLC

Oceaniq Capital, LLC (CRD# 168062) is a financial advisory firm headquartered in Redwood City, CA. They manage $107,938,891 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Oceaniq Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
Kevin L. Colas
CRD#: 5644192
275 Shoreline Drive, Unit 120, Redwood City, CA 94065

Kevin Colas (CRD# 5644192) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 11 years of experience in the finance industry.

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