Oceanside Advisors LLC
● SEC registered since 2023CRD 170307SEC# 801-127503Mount Pleasant, SC
Reg. AUM
$191.3M
Employees
5
Accounts
765
Location
Mount Pleasant, SC
Oceanside Advisors LLC assets under management
Oceanside Advisors LLC is a registered investment adviser overseen by the SEC based in Mount Pleasant, SC. The firm has been registered since 2023. It reports $191.3 million in regulatory assets under management and employs 5 people.
Oceanside Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Johann Robert Kroll Control | Chief Compliance Officer/Managing Member | Over 75% | 2014 |
| Patrick Joseph Gaul | Owner/Investment Advisor Representative | 10-25% | 2021 |
| Robert Edwin Kroll | Owner | 5-10% | 2018 |
Frequently asked questions
How much does Oceanside Advisors LLC manage?
Oceanside Advisors LLC reports $191.3 million in regulatory assets under management on its Form ADV.
How many employees does Oceanside Advisors LLC have?
Oceanside Advisors LLC reports 5 employees.
Where is Oceanside Advisors LLC located?
Oceanside Advisors LLC is based in Mount Pleasant, SC and has been SEC-registered since 2023.
Does Oceanside Advisors LLC disclose fund performance?
Oceanside Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC 29464 |
| Phone | 843-830-6568 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.3M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$191.3Mregulatory AUM
Discretionary $191.3M