Oceanis Financial Advisors, Inc.
● SEC registered since 2020CRD 307787SEC# 801-118279Miami, FL
Reg. AUM
$225.6M
Employees
2
Accounts
82
Location
Miami, FL
Oceanis Financial Advisors, Inc. assets under management
Oceanis Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2020. It reports $225.6 million in regulatory assets under management and employs 2 people.
Oceanis Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alberto Nmi Otero Control | President | 50-75% | 2019 |
| Michele Paradiso Control | Shareholder And Chief Compliance Officer | 25-50% | 2020 |
Frequently asked questions
How much does Oceanis Financial Advisors, Inc. manage?
Oceanis Financial Advisors, Inc. reports $225.6 million in regulatory assets under management on its Form ADV.
How many employees does Oceanis Financial Advisors, Inc. have?
Oceanis Financial Advisors, Inc. reports 2 employees.
Where is Oceanis Financial Advisors, Inc. located?
Oceanis Financial Advisors, Inc. is based in Miami, FL and has been SEC-registered since 2020.
Does Oceanis Financial Advisors, Inc. disclose fund performance?
Oceanis Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 SW 13th Street, Suite 605, Miami, FL 33130 |
| Phone | 305-330-4398 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.6M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$225.6Mregulatory AUM
Discretionary $225.6M