Oceanside Advisors LLC
Oceanside Advisors LLC is an SEC-registered mass-market adviser in Mount Pleasant, SC with $191.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Oceanside Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170307, SEC 801-127503, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $191.3M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Mount Pleasant, SC
- Employees
- 5
- Clients
- 253
- CRD
- 170307
- Ownership
- Gaul, Patrick, Joseph; KROLL, JOHANN, ROBERT; Kroll, Robert, Edwin
How much AUM does Oceanside Advisors LLC have?
Oceanside Advisors LLC reported $191.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Oceanside Advisors LLC?
Disclosed owners and executives of Oceanside Advisors LLC include Gaul, Patrick, Joseph, KROLL, JOHANN, ROBERT, Kroll, Robert, Edwin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.