Benjamin
Hein

Oac Capital Advisors LLC

CRD#4027543
Investment Advisor
in Miami Beach, FL

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About this Advisor

Benjamin Hein is a financial advisor based in Miami Beach, Florida, working with Oac Capital Advisors LLC. Benjamin has previously held positions at Efg Capital Advisors, Inc, Efg Capital International, Inc, Clairmont Advisors Limited, Clairmont Investment Advisors LLC, Bigsur Partners, Octogone Na Inc, Oac Capital Advisors LLC, Octogone Advisors (Cayman) LTD, Bigsur Wealth Management LLC, and Octogone Na, LLC. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Benjamin is part of Oac Capital Advisors LLC, which operates out of Miami Beach, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $159.8 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Oac Capital Advisors LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Miami Beach, FL

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Oac Capital Advisors LLC Brokerage Details

Total Assets Under Management

$159,845,984

Total Number of Employees

3

Total Number of Accounts

121

Average Account Size

$1,321,041

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Benjamin Hein Work History

2022 - Present (2 years)

Oac Capital Advisors LLC

2022 - Present (2 years)

Octogone Na, LLC

2020 - Present (4 years)

Oac Capital Advisors LLC

2020 - 2022 (2 years)

Octogone Na Inc

2020 - 2022 (2 years)

Octogone Advisors (Cayman) LTD

2016 - 2020 (4 years)

Clairmont Advisors Limited

2016 - 2020 (4 years)

Clairmont Investment Advisors LLC

2015 - 2020 (5 years)

Clairmont Investment Advisors LLC

2014 - 2016 (2 years)

Bigsur Partners

2014 - 2016 (2 years)

Bigsur Wealth Management LLC

2012 - 2014 (2 years)

Efg Capital International, Inc

2007 - 2014 (7 years)

Efg Capital Advisors, Inc

Disclosures

Please visit the SEC profile of Benjamin Hein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oac Capital Advisors LLC

Nicola Corsetti
Miami Beach, FL
Benjamin Hein
Miami Beach, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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