# Oceanside Advisors LLC

> 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.

- CRD: 170307
- Filed as: OCEANSIDE ADVISORS LLC
- Also doing business as: THE HOCKEY WEALTH GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170307
- AdvisorCensus page: https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307

## Quick answers

**How is Oceanside Advisors LLC compensated?**
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.

**How much does Oceanside Advisors LLC charge?**
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.

**Where is Oceanside Advisors LLC located?**
Oceanside Advisors LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Oceanside Advisors LLC registered with the SEC or a state?**
Oceanside Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 170307.

**How much does Oceanside Advisors LLC manage?**
Oceanside Advisors LLC reports $191,300,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Oceanside Advisors LLC's assets and staff changed since 2023?**
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.

**What types of clients does Oceanside Advisors LLC serve?**
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).

**Which custodians does Oceanside Advisors LLC use?**
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.

**Does Oceanside 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/170307

**Does Oceanside Advisors LLC state an account minimum?**
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."

**What changed in Oceanside Advisors LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $159,600,000 to $184,012,680 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Oceanside requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $300 an hour (financial planning)

> Oceanside charges an hourly fee of $300 per for financial planning.

- Subscription: $30 to $1,000 a month (ongoing financial planning services)

> 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.

- Flat fee: $1,000 (401K consulting services)

> Oceanside offers 401K consulting services to employers for a flat fee of $ 1,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- 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: $191,300,000
- Discretionary: $191,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $127,900,000 |
| High net worth individuals | 170 | $55,300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $8,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, LA, MN, NC, OH, PA, SC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- castbox.fm/channel/The-Hockey-Family-Podcast-id5536919
- hockeywealth.com
- iheart.com/podcast/269-the-hockey-family-podcast-120179784
- music.amazon.com/podcasts/63fd9678-1e34-478a-a1fc-8e65098524bc/the-hockey-family-podcast
- oceansideadvisors.com
- open.spotify.com/show/4HzIOL59TQazPJArKPQ8EJ
- pca.st/6w20j33t
- podcasts.apple.com/us/podcast/the-hockey-family-podcast/id1700497625
- podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kYTAyYzEyMC9wb2RjYXN0L3Jzcw
- radiopublic.com/the-hockey-family-podcast-Wa9bmb
- Facebook @OCEANSIDEADVISORSLLC
- Instagram @hockeywealth
- LinkedIn @johann-kroll-cfa-cfp®-65b87627
- LinkedIn @nicholas-schilkey-a73801202
- LinkedIn @patrick-gaul-cfp®-88939363
- LinkedIn @tyson-strachan-mba-104750b1
- X @HockeyWealth
- X @MEATGAULSUB
- X @TSTRACKS
- YouTube @oceansideadvisors
- YouTube @thehockeyfamily

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $116,600,000 | 4 | September 1, 2023 |
| October 2024 | $136,400,000 | 5 | May 1, 2024 |
| October 2025 | $159,600,000 | 5 | February 5, 2025 |
| October 2026 | $191,300,000 | 5 | February 4, 2026 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $159,600,000 to $184,012,680 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oceanside Advisors LLC (CRD 170307): Form ADV filing data as of October 2026.