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 registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. It also operates as an insurance broker and uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees, and commissions. Oceanside does not identify as an active ESG investor. The firm is not listed as a capital allocator or a related adviser. Its product and service set emphasizes advisory and planning work for private clients and small institutions rather than direct third-party capital deployment.