$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · First Clearing · Trade-PMR · Truist Bank
- Clients
- Retail
- Platforms
- UnisonWave +more
- Established Date
- 07-10-2006
- Office Locations
- 1
Office Locations
3411 MAR Vista Circle Charlotte NC
About Ocean Advisors, LLC
Ocean Advisors, LLC is a Charlotte, NC RIA focused on helping families and retirees plan for retirement and preserve wealth across generations, incorporating both wealth and health considerations. The firm provides holistic financial planning, including tax and insurance planning, and commonly implements portfolios with ETFs; custody includes First Clearing.
Team overview
-- AVG AGE
$54.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Client Personas
Unison atlas
Custodian
Alpha delta Glacier Insight atlas Atlas pathway
Investment Themes
Glacier
Investment Vehicles
Peak
Services
Value pathway Glacier value Quantum Value crest Bridge Vital pathway
Technology
Harbor horizon Vector Pathway Vector insight
Owner & Executives
DREW WATERBURY
Principal
- CRD
- #1402963
- Ownership
- 75% or more
(214) 546-4171
element.peak@deltacapital.com
in linkedin.com/in/element-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,787,205 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,787,205 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,787,205
Equity - Exchange:
15.5% Cash:
9.6% Public Funds:
9.9% U.S. Government/Agency:
11.9% Corporate - Investment Grade:
19.8% Municipal Bonds:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $832,199,337 | 15.5% |
| Cash | $515,426,686 | 9.6% |
| Public Funds | $531,533,770 | 9.9% |
| U.S. Government/Agency | $638,914,330 | 11.9% |
| Corporate - Investment Grade | $1,063,067,540 | 19.8% |
| Municipal Bonds | $1,787,886,319 | 33.3% |
| Total | $5,369,027,982 | 100.0% |