Five Oceans Advisors
Five Oceans Advisors is a fee-only financial advisory firm headquartered in Los Angeles, California. The firm specializes in serving Gen X and Gen Y founders, C-suite entrepreneurs, and their families, offering wealth management, investment planning, estate planning, retirement strategies, and holistic financial advice. Founded by Marc and Chris after years of collaboration, the firm strives to provide tailored solutions aligned with clients' life goals and values. Five Oceans Advisors has fewer than 25 employees and focuses on building responsive, client-centered relationships.
Investment Strategy
Five Oceans Advisors employs a proprietary Life Strategy™ framework that harmonizes clients' financial plans with their inherent purpose, using five interconnected life dimensions: Finances, Career, Health, Relationships, and Fun. The firm embraces sustainability investing and offers comprehensive wealth management tailored to entrepreneurs. Their approach integrates financial advice, coaching, and accountability to help clients achieve tangible progress toward meaningful goals, aligning investment decisions and planning with purpose, values, and well-being. The strategy emphasizes client empowerment, responsible stewardship of resources, and the broader well-being of both individuals and communities.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 11.82% | $32.1M | 546,103 | $59.06 | $58.85 | +$5.4M |
S SGOV | ISHARES TR | 7.94% | $21.6M | 214,170 | $100.54 | $100.70 | +$2.4M |
D DFSE | DIMENSIONAL ETF TRUST | 6.31% | $17.1M | 417,134 | $31.17 | $41.09 | +$3.7M |
D DFSU | DIMENSIONAL ETF TRUST | 5.87% | $15.9M | 375,471 | $39.77 | $42.47 | +$11.4M |
D DFAC | DIMENSIONAL ETF TRUST | 5.30% | $14.4M | 373,524 | $26.73 | $38.57 | +$1.4M |