{
  "crd_number": 170307,
  "slug": "oceanside-advisors-llc-mount-pleasant-sc-170307",
  "primary_business_name": "OCEANSIDE ADVISORS LLC",
  "legal_name": "OCEANSIDE ADVISORS LLC",
  "dbas": [
    "THE HOCKEY WEALTH GROUP"
  ],
  "city": "Mount Pleasant",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-23",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 191300000.0,
  "raum_discretionary": 191300000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 127900000.0,
      "count": 70
    },
    "pension_profit_sharing": {
      "raum": 8100000.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 55300000.0,
      "count": 170
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "LA",
    "MN",
    "NC",
    "OH",
    "PA",
    "SC",
    "TX",
    "WI"
  ],
  "websites": [
    "https://castbox.fm/channel/The-Hockey-Family-Podcast-id5536919?country=us",
    "https://facebook.com/OCEANSIDEADVISORSLLC",
    "https://hockeywealth.com",
    "https://iheart.com/podcast/269-the-hockey-family-podcast-120179784",
    "https://instagram.com/hockeywealth",
    "https://linkedin.com/in/johann-kroll-cfa-cfp%C2%AE-65b87627",
    "https://linkedin.com/in/nicholas-schilkey-a73801202",
    "https://linkedin.com/in/patrick-gaul-cfp%C2%AE-88939363",
    "https://linkedin.com/in/tyson-strachan-mba-104750b1",
    "https://music.amazon.com/podcasts/63fd9678-1e34-478a-a1fc-8e65098524bc/the-hockey-family-podcast",
    "https://oceansideadvisors.com",
    "https://open.spotify.com/show/4HzIOL59TQazPJArKPQ8EJ",
    "https://pca.st/6w20j33t",
    "https://podcasts.apple.com/us/podcast/the-hockey-family-podcast/id1700497625",
    "https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kYTAyYzEyMC9wb2RjYXN0L3Jzcw",
    "https://radiopublic.com/the-hockey-family-podcast-Wa9bmb",
    "https://twitter.com/HockeyWealth",
    "https://twitter.com/MEATGAULSUB",
    "https://twitter.com/TSTRACKS",
    "https://youtube.com/@oceansideadvisors",
    "https://youtube.com/@thehockeyfamily"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170307",
  "city_as_filed": "MOUNT PLEASANT",
  "url": "https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307",
  "display_name": "Oceanside Advisors LLC",
  "summary": "Oceanside Advisors LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Oceanside Advisors LLC (CRD 170307): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Oceanside Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oceanside Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does Oceanside Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 states: Hourly rate: $300 an hour (financial planning); Subscription: $30 to $1,000 a month (ongoing financial planning services); Flat fee: $1,000 (401K consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Oceanside Advisors LLC located?",
      "a": "Oceanside Advisors LLC's principal office is in Mount Pleasant, SC, according to its Form ADV."
    },
    {
      "q": "Is Oceanside Advisors LLC registered with the SEC or a state?",
      "a": "Oceanside Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 170307."
    },
    {
      "q": "How much does Oceanside Advisors LLC manage?",
      "a": "Oceanside Advisors LLC reports $191,300,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oceanside Advisors LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Oceanside Advisors LLC: Regulatory assets under management: $116,600,000 in the October 2023 data and $191,300,000 in the October 2026 data, up 64%. Total employees: 4 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oceanside Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (170); individuals (other than high net worth individuals) (70); pension and profit sharing plans (but not the plan participants or government pension plans) (13)."
    },
    {
      "q": "Which custodians does Oceanside Advisors LLC use?",
      "a": "Oceanside Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oceanside Advisors LLC report any disciplinary disclosures?",
      "a": "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/170307"
    },
    {
      "q": "Does Oceanside Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 says: \"Oceanside requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Oceanside Advisors LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $159,600,000 to $184,012,680 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 116600000.0,
      "total_employees": 4,
      "filing_date": "2023-09-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 136400000.0,
      "total_employees": 5,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159600000.0,
      "total_employees": 5,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191300000.0,
      "total_employees": 5,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $159,600,000 to $184,012,680 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning)",
      "Subscription: $30 to $1,000 a month (ongoing financial planning services)",
      "Flat fee: $1,000 (401K consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Oceanside requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning)"
        ],
        "quotes": [
          "Oceanside charges an hourly fee of $300 per for financial planning."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $30 to $1,000 a month (ongoing financial planning services)"
        ],
        "quotes": [
          "Ongoing financial planning services are offered based on a negotiable monthly fixed fee ranging between $30 and $1,000 per month based on complexity and unique Client needs."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 (401K consulting services)"
        ],
        "quotes": [
          "Oceanside offers 401K consulting services  to employers for a flat fee of $ 1,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 30.0,
          "max": 1000.0,
          "period": "monthly",
          "service": "ongoing financial planning services"
        },
        {
          "kind": "flat",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "401K consulting services"
        }
      ]
    },
    "quotes": [
      "Oceanside requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived.",
      "Oceanside charges an hourly fee of $300 per for financial planning.",
      "Ongoing financial planning services are offered based on a negotiable monthly fixed fee ranging between $30 and $1,000 per month based on complexity and unique Client needs.",
      "Oceanside offers 401K consulting services  to employers for a flat fee of $ 1,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 127900000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 170,
      "fewer_than_5": false,
      "raum": 55300000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 8100000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170307",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}