Oceanside Advisors LLC
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
FINTRXOverview
Oceanside Advisors LLC is an independent, SEC-registered Registered Investment Adviser formed as a limited liability company in 2023 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational workshops; it also operates as an insurance broker. Oceanside bills using a mix of percentage-of-AUM fees, hourly charges, fixed fees and commissions. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Johann Kroll
FounderCRD 6297173
Patrick Gaul
PartnerCRD 6889786
Nicholas Schilkey
AdvisorCRD 7910999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$189M in ETFs
11%
$20.1M
89%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) | Dimensional | Active | Large Blend | $24.4M | 584,073 | 12.87% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 235 Magrath Darby Blvd
- Time zone
- ET (UTC-5)
- Office locations
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