OCEANIS FINANCIAL ADVISORS, INC.
CRD #307787 SEC #801-118279 MIAMI, FL 336-655-1400
SEC Registered
Total AUM
$216.3M
Discretionary
$216.3M
Employees
2
Clients
0
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $216.3M | $216.3M | $0 | 2 | 0 |
| Mar 2024 | $200.7M | $200.7M | $0 | 2 | 0 |
| Mar 2023 | $180.9M | $180.9M | $0 | 2 | 0 |
| Mar 2022 | $193.9M | $193.9M | $0 | 2 | 0 |
| Oct 2021 | $153.9M | $153.9M | $0 | 1 | 0 |
| Feb 2021 | $153.9M | $153.9M | $0 | 1 | 0 |
| May 2020 | $119.5M | $119.5M | $0 | 1 | 0 |
| Feb 2020 | $119.5M | $119.5M | $0 | 1 | 0 |
| Feb 2020 | $119.5M | $119.5M | $0 | 1 | 0 |
DateFeb 2025
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees1
Clients0