Oceaniq Capital, LLC

OceanIQ Capital, LLC is a financial advisory firm based in Redwood City, CA, established in 2013. The firm specializes in providing investment consulting services to individuals and various client types, offering services such as family office services, comprehensive portfolio management, financial planning, retirement plan consulting, and private placement consulting. As a fiduciary, the firm is committed to acting in the best interest of its clients. Clients can expect a service-oriented approach with open communication and tailored investment strategies. For family office services, fees range up to $10,000 annually, while comprehensive portfolio management fees are calculated based on a tiered approach. The firm may also offer corporate cash management services and insurance premium payment management. Investment strategies include long-term purchases, short-term purchases, trading, and option writing. The firm uses fundamental analysis, asset allocation, mutual fund/ETF analysis, and third-party money manager analysis in its investment approach. OceanIQ Capital does not participate in wrap fee programs and has disclosed its brokerage practices, custody arrangements, and voting policies. The firm does not have any disciplinary information or bankruptcy petitions to disclose. As of December 31, 2022, the firm's total regulatory assets under management are $114,826,935. Clients interested in the firm's voting policies or financial information can request further details directly from OceanIQ Capital.