Advisor at Ocean Park Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ocean Park Asset Management, LLC
Location
Nashville, TN 37201
Credentials
Series 65
Industry experience
< 1 year
Christopher Casey is a financial advisor at Ocean Park Asset Management, LLC with Series 65 credentials. He has held positions at Ocean Park Asset Management since 2025, and previously worked at Wintrust Financial Corporation and Orison Corporation. His background also includes roles in education and entrepreneurship. Ocean Park Asset Management advises individual and high-net-worth clients through discretionary portfolio management and a wrap-style Joint Advisory Program, and serves as investment adviser to a family of registered investment companies. The firm employs a rules-based, tactical investment process focused on quantitative trend-following signals and downside risk management, with strategies primarily implemented through mutual funds and ETFs.
Based on Ocean Park Asset Management, LLC
$0 - $500,000: 2.4% annualized (0.60% quarterly) $500,001 - $2,000,000: Blended rate: 2.4% annualized (0.60% quarterly) on first $500,000, and 1.8% annualized (0.45% quarterly) on amount above $500,000 up to $2,000,000 $2,000,001+: 1.2% annualized (0.30% quarterly)
Account minimum: $100,000 per household, $50,000 per account registration (but Ocean Park may accept smaller accounts at its discretion)
333 Commerce Street
Nashville, TN 37201
Tennessee
Ocean Park Asset Management
2025 - Present (1 year)
Wintrust Financial Corporation
2024 - 2024 (1 year)
Orison Corporation
2022 - 2023 (1 year)
University of Dayton
2021 - 2025 (4 years)
C5X LLC
2019 - 2025 (6 years)
Brother Rice High School
2017 - 2021 (4 years)
St. Alexander Catholic School
2007 - 2017 (10 years)
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