Oceanic Capital Management LLC

Oceanic Capital Management serves primarily individual and high‑net‑worth clients and also provides advisory services to banks, institutions, pension and profit‑sharing plans, charitable organizations, estates, and trusts. The firm offers investment supervisory services and financial planning and periodically hosts no‑charge seminars and workshops on Social Security and retirement planning.

OCM emphasizes diversified, asset‑allocation driven portfolios using proprietary and third‑party models grounded in modern portfolio theory and applies both fundamental and technical analysis across multiple asset classes, including equities, fixed income, commodities, real estate, private equity, and absolute‑return strategies. Clients may be managed on either a discretionary or non‑discretionary basis; the brochure reports $51,069,837 in discretionary assets, $11,081,522 in non‑discretionary assets, and $956,518 in assets under advisement (indexed annuities) as of December 31, 2025, and notes that rebalancing non‑discretionary accounts requires prior client approval.

Several features distinguish the firm from many peers: it organizes educational workshops for prospective and current clients, and its principals are licensed insurance producers who may sell annuities and receive commissions (a potential conflict disclosed in the brochure). The firm also states a general preference for ETFs and exchange‑traded products over mutual funds, requires portfolio managers to have a college degree and extensive industry experience, and is willing to accept client‑imposed investment restrictions.