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Oceanside Advisors LLC

● SEC registered since 2023CRD 170307SEC# 801-127503Mount Pleasant, SC
Export (members)
Reg. AUM
$184M
Employees
5
Accounts
743
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 $184 million in regulatory assets under management and employs 5 people.
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Oceanside Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Johann Robert Kroll ControlChief Compliance Officer/Managing MemberOver 75%2014
Patrick Joseph GaulOwner/Investment Advisor Representative10-25%2021
Robert Edwin KrollOwner5-10%2018

Frequently asked questions

How much does Oceanside Advisors LLC manage?

Oceanside Advisors LLC reports $184 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

Address235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC 29464
Phone843-830-6568
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184M
Non-discretionary$0
Total (RAUM)$184M