Oceanside Advisors LLC

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Assets, Funds, Holdings

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Oceanside Advisors LLC
CRD #170307
SEC #801-127503
CIK #0002012184
AUM $136.4 MM (2024-05-01)
Employees 5 (80% Investors, 0% Brokers)
Phone843-830-6568
Address235 Magrath Darby Blvd
Mount Pleasant, SC 29464
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
14011284562802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 0.7
MSFT 1,918,222.4 0.6
AAPL 2,382,844.0 0.6
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
13010478522602023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 151 44.2
(b) Individuals (high net worth individuals) 51 87.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 4.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 603 136.4
By Discretionary
Discretionary 603 136.4
Non-Discretionary 0 0.0
Total 603 136.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 136.4
Total 603 136.4
EDGAR Form CIK 2011 - 2024
13F-HR [0002012184]
Comparable Firms State AUM ($BB)
Kelsey Financial LLC
CA 0.1
Conceptual Financial Advisors LLC
WI 0.1
Great Hill Advisory Ltd
NY 0.1
SMB Financial Services Inc
OR 0.1
O'Dell Capital Management
OH 0.1
Stewardship Capital Ltd
MO 0.1
Entasis Asset Management LLC
WI 0.1
Davis Wealth Advisors LLC
NH 0.1
360 Financial Partners LLC
SC 0.1
Ivy League Financial Advisors LLC
MD 0.1
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