# Ocean Path Advisors, LLC

> Ocean Path Advisors, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 338933
- Filed as: OCEAN PATH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338933
- AdvisorCensus page: https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933

## Quick answers

**How is Ocean Path Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ocean Path Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Ocean Path Advisors, LLC located?**
Ocean Path Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Ocean Path Advisors, LLC registered with the SEC or a state?**
Ocean Path Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338933.

**How much does Ocean Path Advisors, LLC manage?**
Ocean Path Advisors, LLC reports $559,523,253 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Ocean Path Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (135); individuals (other than high net worth individuals) (55); corporations or other businesses not listed above (4).

**Which custodians does Ocean Path Advisors, LLC use?**
Ocean Path Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ocean Path Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338933

**Does Ocean Path Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 20, 2026 says: "There is no account minimum for any of OPA’s services."

**What changed in Ocean Path Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Account minimum: None

> There is no account minimum for any of OPA’s services.

- Minimum annual fee: $15,000

> There is an annual minimum fee of $15,000. The fee will not exceed any limit imposed by any regulatory agency.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $559,523,253
- Discretionary: $559,523,253
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $28,345,654 |
| High net worth individuals | 135 | $513,003,285 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $12,206,798 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $5,967,516 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MD, NH, NM, NY, OR, PA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oceanpath.com
- LinkedIn @oceanpathadvisors

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 5 to 6.

### June 2026
- Regulatory assets under management went from $0 to $559,523,253.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ocean Path Advisors, LLC (CRD 338933): Form ADV filing data as of October 2026.