Ocean Park Asset Management, LLC
Santa Monica, CA·SEC-registered · CRD #145634
Ocean Park Asset Management, LLC is an SEC-registered investment advisory firm in Santa Monica, CA managing $3.9B across 226 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.9B
Client accounts
226
Advisory staff
7
Fee model
Fee-only
How Ocean Park Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Ocean Park Asset Management, LLC
How much does Ocean Park Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (05/06/2026), Ocean Park Asset Management, LLC reports $3.9B in regulatory assets under management across roughly 226 client accounts.
How does Ocean Park Asset Management, LLC charge?
Ocean Park Asset Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ocean Park Asset Management, LLC a fiduciary?
Yes. Ocean Park Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #145634), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ocean Park Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ocean Park Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ocean Park Asset Management, LLC's public SEC Form ADV filing (CRD #145634, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ocean Park Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ocean Park Asset Management, LLC? Claim this profile.