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- Custodian
- Interactive Brokers · Raymond James · Wells Fargo
- Clients
- Retail
- Platforms
- Peak eagle
- Established Date
- 08-19-2015
- Office Locations
- 1
Office Locations
About Ocala Capital, LLC
Ocala Capital, LLC is an Ocala, FL-based RIA serving retail clients, including entrepreneurs, with holistic financial planning and portfolio management. The firm emphasizes asset allocation and risk management, with SMA portfolios invested primarily in ETFs and complemented by U.S. government and municipal bonds. Works with custodians such as Interactive Brokers.
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Owner & Executives
MICHAEL CORBETT MILNE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1842992
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID JEFFREY DICKS
--
- CRD
- #2387537
JOHN MICHAEL MOODY
Partner, Registered Investment Advisor
- CRD
- #5474822
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,132,211 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,132,211 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,132,211
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,043,512,698 | 43.2% |
| U.S. Government/Agency | $751,232,521 | 31.1% |
| Municipal Bonds | $620,793,434 | 25.7% |
| Total | $2,415,538,653 | 100.0% |