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OCEANIS FINANCIAL ADVISORS, INC.
CRD 307787File 801-118279
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$225.6M
Below cohort median (national)
Discretionary AUM
$225.6M
Clients
82
82 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 23, 2020
- Principal office
- 40 SW 13TH STREET, SUITE 605, MIAMI, FL, 33130
- Phone
- 305-330-4398
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.6M
- Discretionary AUM
- $225.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 82
- Non-discretionary accounts
- 0
- Total accounts
- 82
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $148.1M |
| High net worth individuals | 21 | $71.6M |
| Individuals (other than high net worth individuals) | 38 | $5.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.