MOUNT PLEASANT, SCCRD 170307Latest ADV February 4, 2026
Oceanside Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated February 4, 2026, reports $191M in regulatory assets under management, 5 employees, and 765 accounts.
Assets Under Management
$191M
Employees
5
Offices
--
Total Clients
253
Primary office
MOUNT PLEASANT, SC
235 MAGRATH DARBY BLVD., SUITE 150, MOUNT PLEASANT, SC, United States
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
170
2
Individuals
27.7%
70
3
Pension Plans
5.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of February 4, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$191M
Total Accounts765
10Y AUM Change+$75M (+64.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee51:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.