Ocala Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,000,000
Total clients
132
2% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$113,636
About
Ocala Capital provides personalized financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, estates, charitable organizations, and business entities. The firm also offers qualified plan consulting and distributes fixed insurance products and annuities alongside its advisory services.
Investment advice is delivered through documented investment policy statements and risk‑tolerance assessments, with portfolio decisions informed by fundamental and technical analysis and implemented on a discretionary basis. For select clients Ocala Capital advises allocations to non‑traded REITs and conducts at least quarterly reviews with those investors to discuss distributions and reinvestment choices.
What distinguishes the firm from many peers is its combination of advisory services with licensed insurance sales and relationships with REIT sponsors, including disclosed marketing support arrangements, which the brochure identifies as potential conflicts of interest. The firm also requires use of a particular custodian and executes trades under limited power of attorney while not acting as custodian or routinely voting client proxies, practices disclosed in its regulatory filing.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $25 to $1,200 depending on service; Qualified plan consulting services flat fee $200 per year
$0+: up to 1.75% annually for discretionary asset management $0+: up to 1.0% annually for REITs (charged quarterly in arrears)
Sale of fixed insurance products, annuities, and other commissioned products (commissions disclosed as conflicts of interest)
Negotiable hourly rate approximately $150 per hour
Fee-only: Financial planning and consulting charged on a negotiable hourly rate of $150 and fixed fees ranging approximately from $25 to $1,200 depending on service
Main office location
Ocala Capital, LLC
1396 Ne 20 Th Ave. Suite 600
Ocala FL 34470, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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