# Ocean Financial Advisors

Ocean Financial Advisors is a Multi Family Office based in Miami, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** oceanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/ocean-financial-services-llc/

## Regulatory record

- **CRD number:** 291950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291950

## About

Ocean Financial Advisors was founded in 2017 by members of the Macedo family. Javier Macedo serves as its CEO. His father, A. Alfonso Macedo, is Chairman, President, and CEO of Ocean Bank, the source of the underlying wealth. The firm combines investment advisory with tax and estate services. Asset classes include alternative investments and real estate, including the San Remo Homes projects in Florida City and Homestead. Operations reach North America and Asia. A strategic tie exists with Florida International University through board service and the Ocean Bank Foundation. Assets under management stand at an estimated $8 million. Javier Macedo sits on the FIU Foundation Board. The firm holds corporate membership in the Greater Miami Chamber of Commerce and associate status with the Miami-Dade County League of Cities. No operational events from the last 24 months appear in available records.

## Sectors

- Wealth Management
- Real Estate

## People

- Javier Macedo — CEO
- A. Alfonso Macedo — Chairman, President, and CEO of Ocean Bank

## Questions

### Who runs investment decisions at Ocean Financial Advisors?

Javier Macedo serves as CEO. A. Alfonso Macedo, the patriarch, chairs Ocean Bank and maintains oversight ties.

### What geographic regions does the firm cover?

Confirmed activity spans North America and Asia, centered on Miami real estate and related holdings.

## Related profiles

- [Edmund & Betsy Cabot Charitable Foundation](https://altss.com/profile/edmund-betsy-cabot-charitable-foundation)
- [Grovepoint Investment Management](https://altss.com/profile/grovepoint-investment-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ocean-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology