OCALA CAPITAL, LLC
OCALA, FLORIDA

OCALA CAPITAL, LLC is a Florida-based financial services company that operates as a Registered Investment Advisor (RIA), emphasizing its independence by not being tied to any broker-dealer or promoting proprietary products. Established on December 6, 2004, with a filing number L04000087723 in Marion County, Ocala, Florida, the firm prides itself on a deep understanding of client goals and desires before embarking on investment discussions. At its core, OCALA CAPITAL prioritizes a holistic approach to financial planning, aligning strategies with clients’ personal dreams, health priorities, tax concerns, and family objectives. The company offers highly personalized plans that cater specifically to each client's individual needs, incorporating tax-efficient strategies as part of their investment portfolios. The firm boasts over 42 years of combined experience in the financial industry across its partners, including Managers Michael C. Milne and John Moody. This extensive background is used to ensure comprehensive coverage of all financial planning concerns. As active managers, OCALA CAPITAL is involved directly in research, decision-making, and strategy implementation. Emphasizing independence, they collaborate with top professionals to offer clients unparalleled service through strategic partnerships, particularly benefiting individual clients and small business owners looking to secure their assets and future wealth. While serving from the mailing address at 1396 NE 20th Ave., Suite 600 in Ocala, FL, OCALA CAPITAL remains committed to advancing client financial literacy and control over their financial landscapes. Their dedicated team strives continuously to expand their understanding of evolving client needs while maintaining accountability through transparency for all provided information. For detailed insights, inquiries can be made via phone at (352) 369-0014 or by visiting their website, ocalacapital.com.