Ocean Path Advisors, LLC
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 338933
- Registered since
- January 26, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.69%
- Individuals5.07%
- Charitable Organizations2.18%
- Corporations / Businesses1.07%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ocean Path Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm identifies as a capital allocator and serves both individual/family and institutional clients on a fee‑based, percentage-of-AUM model. Core advisory activities include portfolio management for individuals and small businesses and the selection of third‑party advisers. The firm does not report being an active ESG investor.
Assets & Accounts
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 Funds44%
- Exchange Traded Equities40%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- US Government Bonds3%
Contacts
3 of 6
Ross Kroll
ShareholderCRD 6369946
Todd Butler
Founder and PrincipalCRD 3091223
Riley Van Velthuyzen
Financial PlannerCRD 7536298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 115 21st St
- Time zone
- PT (UTC-8)
- Office locations
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