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| Oceanside Advisors LLC
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|---|---|
| CRD # | 170307 |
| SEC # | 801-127503 |
| CIK # | 0002012184 |
| AUM | 191.3 M (2026-02-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 843-830-6568 |
| Address | 235 Magrath Darby Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.4 | ||
| Apple Inc | 1.0 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 127.9 |
| (b) Individuals (high net worth individuals) | 170 | 55.3 |
| (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 | 13 | 8.1 |
| (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 | 765 | 191.3 |
| By Discretionary | ||
| Discretionary | 765 | 191.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 765 | 191.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.3 | |
| Total | 765 | 191.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012184] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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Spurstone Advisory Services LLC
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Incompass Financial Partners LLC
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Five Pine Wealth Management Inc
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|
High Plains Investment Advisors Inc
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|
ENZA Financial LLC
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|
Valued Retirements Inc
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|
Conceptual Financial Advisors LLC
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TT Capital Management LLC
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189.8 M |