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Michael Milne

Ocala Capital, LLC
37 Years of Experience
Ocala, FL
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Milne is a registered investment advisor at Ocala Capital, LLC, based in Ocala, FL, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 132 clients with $15M in assets under management.

Ocala Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
132 clients
Average Client Portfolio
$114K average
Assets Under Management
$15.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Real Estate Investment Trusts (REITs) are charged an annual fee of up to 1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1396 NE 20th Ave. Suite 600, Ocala, FL, 34470

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Pending
Customer Dispute
September 2017
Settled
Regulatory
April 2013
Final
Employment Separation After Allegations
January 2011
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the owner of Ocala Capital, LLC, a financial services firm, and also works as an insurance agent. He spends the majority of his time selling insurance products for commissions.

Employment History
Current Registrations
Ocala Capital, LLC
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Kovack Advisors, INC.
January 2012 - August 2015 · 3 yrs 7 mos
Kovack Securities INC.Broker
November 2011 - August 2015 · 3 yrs 9 mos
Brokersxpress LLCBroker
February 2011 - November 2011 · 9 mos
Brokersxpress LLC
February 2011 - November 2011 · 9 mos
Raymond James Financial Services Advisors, INC
August 2009 - January 2011 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
December 2006 - January 2011 · 4 yrs 1 mo
Raymond James Financial Services
January 2006 - October 2009 · 3 yrs 9 mos
Raymond James & Associates, INC.
October 2004 - December 2006 · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
September 2004 - December 2006 · 2 yrs 3 mos
Suntrust Securities, INC.
July 2000 - October 2004 · 4 yrs 3 mos
Suntrust Securities, INC.Broker
July 2000 - October 2004 · 4 yrs 3 mos
Banc of America Investment Services, INC.Broker
April 1998 - June 2000 · 2 yrs 2 mos
Barnett Investments, INC.Broker
February 1995 - April 1998 · 3 yrs 2 mos
Jmc Financial CorporationBroker
February 1993 - February 1995 · 2 yrs
PFS Investments INC.Broker
January 1989 - June 1993 · 4 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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