$456.2M Total AUM
$440.5M Disc. AUM
-- 3Y CAGR
8 Employees
117 ADV. Clients
6 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2020
- Office Locations
- 2
Office Locations
-- Germantown TN
-- Santa Monica CA
About Five Oceans Advisors
Five Oceans Advisors is a wealth management firm focused on Gen X/Gen Y founders, C-suite entrepreneurs, and their families. It pairs investment management with integrated planning (retirement, estate/legacy, and tax strategy) through its proprietary Life Strategy framework. Portfolios are implemented primarily with ETFs (and public funds as needed) and commonly custody at Charles Schwab.
Team overview
49 AVG AGE
$114.0M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
3.9 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Marc Campbell
--
- CRD
- #5789364
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER GUILLERMO GIRBES-PIERCE
--
- CRD
- #5047367
- Ownership
- 50% but less than 75%
Available
Available
Available
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L
LESLIE LOIS MALLMAN
--
- CRD
- #4910477
Available
Available
Available
JOE PHILIP MOSER
--
- CRD
- #5618562
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $440,475,287 | $850,338 |
| Non-Discretionary | $15,717,150 | $341,677 |
| Total | $456,192,437 | $808,852 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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