OCEANSIDE ADVISORS LLC

RIASEC RegisteredEst. 2023

Total AUM

$191M

Discretionary

$191M

100% of AUM

Avg account

$250K

Accounts

765

Employees

Advisory reps

Firm details

Headquarters: MOUNT PLEASANT, South Carolina
CRD number: 170307
Registered since: March 23, 2023
Website: www.oceansideadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals66.86%
HNWI28.91%
Pension & Profit Sharing Plans4.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oceanside Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm serves a mix of individual and family clients along with institutional accounts. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars; it also operates as an insurance broker. Oceanside charges clients through a combination of asset-based fees, hourly and fixed fees, and can receive commissions. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state adviser in its profile. It is not structured as a capital allocator, which suggests the firm relies on external managers and pooled products rather than running proprietary private funds.