INTEROCEAN CAPITAL

150 4th Avenue North
Suite 1410
Nashville, Tennessee 37219
Tel: 312-648-1720

About INTEROCEAN CAPITAL

INTEROCEAN CAPITAL, formally registered with the SEC as INTEROCEAN CAPITAL. The firm was established in 09/10/2020. They have over 3 offices throughout the country.

INTEROCEAN CAPITAL is a Nashville, Tennessee based Financial Planning firm with nearly $5,339,057,409 assets under management, offering retirement planning & investment advisory services to 7253 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310369
SEC#	801-119431
Assets Managed by Firm	$5,339,057,409
No. of Clients	7253
No. of Advisors	33

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D))

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7253	$5,339,057,409
Individuals (other than high net worth individuals)	223	$52,215,361
High net worth individuals	1923	$4,965,873,916
Pension and profit sharing plans	30	$50,495,305
Charitable organizations	20	$163,625,302
Corporations or other businesses	13	$59,812,952

More Retirement Planning firms in Nashville, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$582,388,000,000	58634	4134
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$18,829,944,477	44	39
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$11,300,952,063	9360	224
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$10,041,415,942	9	46
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$9,208,094,171	220	41

Explore More Retirement Advisors in Nashville, Tennessee

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.