Unclaimed Profile

Kevin Lionel Colas

OCEANIQ CAPITAL, LLC·REDWOOD CITY, California

Series 7, Series 65, Series 66Clean record17 years registeredOCEANIQ CAPITAL, LLC

275 SHORELINE DRIVE, REDWOOD CITY, CA 94065CRD# 5644192Firm CRD# 168062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Lionel Colas · REDWOOD CITY, CA

Registration

CRD #5644192 · OCEANIQ CAPITAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OCEANIQ CAPITAL, LLC

OCEANIQ CAPITAL, LLC

Aug 2019 – Dec 2024

PACIFICA, CA

EDWARD JONES

May 2009 – Nov 2009

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · May 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCEANIQ CAPITAL, LLC

CRD 168062 · SEC 801-113911

AUM

$181M

Regulatory assets under management

Employees

259 client accounts

Services offered by OCEANIQ CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OCEANIQ CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Lionel Colas offer?

Kevin Lionel Colas specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Lionel Colas's credentials?

Kevin Lionel Colas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Lionel Colas located?

Kevin Lionel Colas is based in REDWOOD CITY, California, last registered with OCEANIQ CAPITAL, LLC.

How does Kevin Lionel Colas charge for services?

Kevin Lionel Colas's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCEANIQ CAPITAL, LLC?

OCEANIQ CAPITAL, LLC has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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