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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

BENJAMIN ENGLERT HEIN

Advisor at OAC CAPITAL ADVISORS LLC

MIAMI BEACH, FL

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Search this name across graphsid dfx:ria:f4d1d997-ee52-5d47-3d70-c28414d0a99f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OAC CAPITAL ADVISORS LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Dec 22, 2008
First registration: Nov 9, 2012
Dual registered: no
Other names: BENJAMIN ENGLERT HEIN|BENJAMIN E HEIN
IAPD individual key: 4027543

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OAC CAPITAL ADVISORS LLC	Other adviser	Jun 21, 2022	n/a	yes	MIAMI BEACH, FL	Current employment
OCTOGONE NA	Former SEC adviser	Aug 10, 2020	Aug 30, 2022	no	MIAMI, FL	Previous registration
EKANTA WEALTH ADVISORS LLC	Mixed wealth	Mar 30, 2016	Jul 31, 2020	no	COCONUT GROVE, FL	Previous registration
BIGSUR PARTNERS, LLC	Independent wealth	Nov 20, 2014	Jul 7, 2016	no	MIAMI, FL	Previous registration
EFG CAPITAL ADVISORS INC.	Former SEC adviser	Nov 9, 2012	Oct 14, 2014	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OCTOGONE NA	OAC CAPITAL ADVISORS LLC	Aug 30, 2022	Jun 21, 2022	-70	Firm change after gap	Other
EKANTA WEALTH ADVISORS LLC	OCTOGONE NA	Jul 31, 2020	Aug 10, 2020	10	Firm change	Other
BIGSUR PARTNERS, LLC	EKANTA WEALTH ADVISORS LLC	Jul 7, 2016	Mar 30, 2016	-99	Firm change after gap	Other
EFG CAPITAL ADVISORS INC.	BIGSUR PARTNERS, LLC	Oct 14, 2014	Nov 20, 2014	37	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282031:285157:FL:2020-07-31	Jul 31, 2020	Aug 10, 2020	COCONUT GROVE, FL	Firm change

Relationships

Registered with (5)

→ OAC CAPITAL ADVISORS LLCRegistered adviserregistration: current employment
Jun 21, 2022 to presentfactForm ADV
→ OCTOGONE NARegistered adviserregistration: previous registration
Aug 10, 2020 to Aug 30, 2022factForm ADV
→ EKANTA WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Mar 30, 2016 to Jul 31, 2020factForm ADV
→ BIGSUR PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 20, 2014 to Jul 7, 2016factForm ADV
→ EFG CAPITAL ADVISORS INC.Registered adviserregistration: previous registration
Nov 9, 2012 to Oct 14, 2014factForm ADV

Dated events

Occurred
Aug 30, 2022
Advisor changed firm
Benjamin Englert Hein left Octogone Na for Oac Capital Advisors Llc (registered 2022-06-21)
Form ADVobserved 5 days ago