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OCA VENTURES, LLC

CHICAGO, IL · CRD 161160 · IAPD ↗ · 312-443-5028

$316.4MRegulatory AUM
15Advisory reps
15Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
May 2026 — OCA VENTURES, LLC (CHICAGO, IL) is newly SEC-registered with $316.4M RAUM and 15 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.