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OCEANSIDE ADVISORS LLC
CRD 170307 · SEC 801-127503
235 MAGRATH DARBY BLVD., SUITE 150, MOUNT PLEASANT, SC, 29464, United States
Phone
843-830-6568
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.3M
Discretionary AUM
$191.3M
Team
5 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $127.9M |
| High net worth individuals | 170 | $55.3M |
| Pension/profit sharing plans | 13 | $8.1M |
States served
IL, LA, MN, NC, OH, PA, SC, WI, TX, FL
All web addresses on file
- https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kYTAyYzEyMC9wb2RjYXN0L3Jzcw
- https://www.linkedin.com/in/johann-kroll-cfa-cfp%C2%AE-65b87627/
- https://www.linkedin.com/in/patrick-gaul-cfp%C2%AE-88939363/
- https://open.spotify.com/show/4HzIOL59TQazPJArKPQ8EJ
- https://www.iheart.com/podcast/269-the-hockey-family-podcast-120179784/
- https://radiopublic.com/the-hockey-family-podcast-Wa9bmb
- https://podcasts.apple.com/us/podcast/the-hockey-family-podcast/id1700497625
- https://www.linkedin.com/in/nicholas-schilkey-a73801202/
- https://www.linkedin.com/in/tyson-strachan-mba-104750b1/
- HTTPS://TWITTER.COM/MEATGAULSUB
- HTTP://WWW.OCEANSIDEADVISORS.COM
- https://castbox.fm/channel/The-Hockey-Family-Podcast-id5536919?country=us
- https://music.amazon.com/podcasts/63fd9678-1e34-478a-a1fc-8e65098524bc/the-hockey-family-podcast
- HTTPS://WWW.FACEBOOK.COM/OCEANSIDEADVISORSLLC
- HTTPS://TWITTER.COM/TSTRACKS
- https://www.hockeywealth.com
- https://www.youtube.com/@thehockeyfamily
- https://www.youtube.com/@oceansideadvisors
- https://pca.st/6w20j33t
- https://twitter.com/HockeyWealth
- https://www.instagram.com/hockeywealth/
Official SEC filing: View on IAPD