Ocala Capital, LLC is an independent registered investment advisory firm located in northeast Ocala, Florida. Led by advisory principals Michael C. Milne, John M. Moody, and David J. Dicks, the practice serves retirees, business owners, and multi-generational families across Marion County with fiduciary portfolio management, retirement distribution planning, and legacy wealth preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Ocala Capital Official Website
Issuer: SEC / Florida Office of Financial Regulation
Notes: Independent Registered Investment Adviser headquartered in Ocala, FL; investment adviser representatives include Michael Corbett Milne (CRD #1842992), John Michael Moody (CRD #5474822), and David Jeffrey Dicks (CRD #2387537).
Factual details and direct answers about Ocala Capital, LLC's services, licensing, and credentials.
What is Ocala Capital's regulatory registration number?
Ocala Capital, LLC is an independent Registered Investment Adviser verifiable on the SEC's Investment Adviser Public Disclosure database under CRD #174846.
Who are the advisory principals at Ocala Capital, LLC?
The firm's investment advisory team includes registered principals Michael C. Milne (CRD #1842992), John M. Moody (CRD #5474822), and David J. Dicks (CRD #2387537).
Where is Ocala Capital located in Ocala?
The office is located at 1396 NE 20th Avenue, Suite 600, in Ocala, Florida 34470, serving clients throughout Ocala, Silver Springs, Belleview, and Marion County.
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