InterOcean Capital, LLC (“IOC”), the predecessor to InterOcean Capital Group, LLC (“IOCG”) was founded by Rege S. Eisaman, Mark E. Carr, and Jeffrey S. Camp in 2005. Prior to the formation of the company, the founders worked at Morgan Stanley and Banc of America Securities, a division of Bank of America.
IOCG was formed in 2020 via a transaction with Focus Financial Partners, LLC. The transaction allowed the executives to accelerate the company’s transition plan. As a result of this transaction, IOCG’s second generation partners increased their ownership in the management company.
IOCG acquired Henry & Horne Wealth Management, LLC (“HHWM”) on June 1, 2022. The acquisition added a fast-growing entity to the IOCG family. Michael Carlin, the CEO of HHWM, leads a talented team of professionals that covers the western region of the US for IOCG.
Prior to the formation of IOC, the founders of IOC worked at Morgan Stanley and Banc of America Securities, a division of Bank of America. In the 1990s, the group created planning models to integrate various banking functions, including, but not limited to, investment management, trading, trust services, private banking, risk management, estate planning, and corporate lending. The team was an early adopter of strategies designed to mitigate single-stock risk and manage embedded capital gains. The founders also recognized the client demand for relevant and timely data, offering consolidated reporting from multiple institutions as early as 2001.
IOC was launched to provide clients with consulting, financial planning, and asset management at a reasonable price. IOC believed that a hybrid model (consulting / planning and asset management) would allow clients to determine the nature and scope of the engagement versus fitting the clients into the company’s model. The price point was competitive via a flat organizational structure and the avoidance of the pyramid compensation structure prevalent at large wirehouses, sales organizations, and banks.
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