Oceanis Financial Advisors, Inc.
Oceanis Financial Advisors, Inc. is an SEC-registered asset manager in Miami, FL with $225.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Oceanis Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307787, SEC 801-118279, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $225.6M (2026-03-25)
- Firm type
- Asset Manager
- Location
- Miami, FL
- Employees
- 2
- Clients
- 59
- CRD
- 307787
- Ownership
- OTERO, ALBERTO, NMI; PARADISO, MICHELE
How much AUM does Oceanis Financial Advisors, Inc. have?
Oceanis Financial Advisors, Inc. reported $225.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Oceanis Financial Advisors, Inc.?
Disclosed owners and executives of Oceanis Financial Advisors, Inc. include OTERO, ALBERTO, NMI, PARADISO, MICHELE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.