RB
CFA
RB
CFA

Ryan Becker

14 Years of Experience
Ponte Vedra Beach, FL

Ryan Becker is a CFA-designated registered investment advisor at Oceanus Capital Partners, LLC, based in Ponte Vedra Beach, FL, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
23 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$53.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.50%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

822 A1A North, Suite 301, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oceanus Capital Partners, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
December 2015 - December 2021 · 6 yrs
Credit Suisse Securities (USA) LLCBroker
November 2015 - December 2021 · 6 yrs 1 mo
Alpha Capital Funds Management
October 2011 - November 2015 · 4 yrs 1 mo
Alpha Capital Management, LLC
September 2011 - November 2015 · 4 yrs 2 mos
State Registrations3 states
ALGATX
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.