Oceanside Advisors LLC

RIASEC Registered

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, individual-owned registered investment adviser; it registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients and combines portfolio management with financial planning and educational programming. Its service mix includes fee-based asset management (percentage of AUM), hourly and fixed-fee engagements, and commission-based business lines. Oceanside also operates as an insurance broker and offers pension consulting services and workshops. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.