A complete list of active advisors currently associated with Ocala Capital, LLC

Warmer can help you find a great advisor at Ocala Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ocala Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.