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Ocean Capital Management, LLC doing business as Aljian Capital Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure. Furthermore, no advice may be rendered by Aljian Capital Management unless a client service agreement is in place. Please note: This website is solely for informational purposes. Investing involves risk and possible loss of principal capital and past performance is no guarantee of future returns.
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Investment advisory services offered through Aljian Capital Management, an Investment Adviser registered with the State of California. Custody services and other brokerage services provided to clients of Aljian Capital Management are offered by Charles Schwab & Co., Inc., member FINRA/SIPC/NFA.
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Aljian Capital Management provides links for your convenience to websites produced by other providers or industry related material. Accessing web sites through links directs you away from our web site. Aljian Capital Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party web sites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those web sites.
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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Form ADV – Part 2A: Firm Brochure
Click this link to review Form ADV – Part 2A 2022: Firm Brochure
FORM CRS – CLIENT RELATIONSHIP SUMMARY
Click this link to review Form CRS – Client Relationship Summary