Oceanis Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 25, 2026, reports $226M in regulatory assets under management, 2 employees, and 82 accounts.
Assets Under Management
$226M
Employees
2
Offices
--
Total Clients
82
Primary office
MIAMI, FL
40 SW 13TH STREET, SUITE 605, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.3% of total clients.
Top client categories% of clientsClients
1
Individuals
46.3%
38
2
Investment Cos.
28.0%
23
3
HNWI
25.6%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 25, 2026
Discretionary100.0%
$226M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$226M
Total Accounts82
10Y AUM Change+$106M (+88.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.