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- Custodian
- Charles Schwab & Company · Interactive Brokers · Matrix Trust · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-2008
- Office Locations
- 1
Office Locations
About Oceanic Capital Management LLC
Oceanic Capital Management LLC is a fiduciary advisory firm serving Middletown/Monmouth County and clients across New Jersey. The team provides comprehensive financial planning (retirement, tax, estate and divorce planning) alongside investment management, building diversified, low-cost portfolios grounded in academic research and long-term discipline rather than market timing. Led by credentialed advisors (CFP®, CFA®, CDFA®) with 50+ years of combined experience.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUGLAS JOHN LYONS
Managing Director
- CRD
- #1612316
- Ownership
- 50% but less than 75%
THOMAS HOSFORD YORKE
Chief Compliance Officer, Managing Director
- CRD
- #1499991
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,677,136 | -- |
| Non-Discretionary | $12,902,255 | -- |
| Total | $64,579,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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