Active
OCEANSIDE ADVISORS LLC
Investment Advice|MOUNT PLEASANT, SC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$159.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 159.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 170307 |
| SEC Number | 801-127503 |
| Street Address | 235 MAGRATH DARBY BLVD. |
| Street Address 2 | SUITE 150 |
| Location | MOUNT PLEASANT, SC 29464 |
| Country | United States |
| Phone | 843-830-6568 |
| Total Employees | 5 |
| Business Types | insurance_broker |
Client Count by Type (232 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 164 |
| High Net Worth Individual… | 57 |
| Pension/Profit Sharing Pl… | 11 |
Community Partners
CITY OF FOLLY BEACH
CITY OF ISLE OF PALMS
CITY OF NORTH CHARLESTON
COUNTY OF CHARLESTON
TOWN OF AWENDAW
TOWN OF HOLLYWOOD
TOWN OF KIAWAH ISLAND
TOWN OF MCCLELLANVILLE
TOWN OF MEGGETT
TOWN OF MOUNT PLEASANT
TOWN OF RAVENEL
TOWN OF ROCKVILLE
TOWN OF SEABROOK ISLAND
TOWN OF SULLIVAN'S ISLAND
CITY OF FOLLY BEACH
CITY OF ISLE OF PALMS
CITY OF NORTH CHARLESTON
COUNTY OF CHARLESTON
TOWN OF AWENDAW
TOWN OF HOLLYWOOD
TOWN OF KIAWAH ISLAND
TOWN OF MCCLELLANVILLE
TOWN OF MEGGETT
TOWN OF MOUNT PLEASANT
TOWN OF RAVENEL
TOWN OF ROCKVILLE
TOWN OF SEABROOK ISLAND
TOWN OF SULLIVAN'S ISLAND
CITY OF FOLLY BEACH
CITY OF ISLE OF PALMS
CITY OF NORTH CHARLESTON
COUNTY OF CHARLESTON
TOWN OF AWENDAW
TOWN OF HOLLYWOOD
TOWN OF KIAWAH ISLAND
TOWN OF MCCLELLANVILLE
TOWN OF MEGGETT
TOWN OF MOUNT PLEASANT
TOWN OF RAVENEL
TOWN OF ROCKVILLE
TOWN OF SEABROOK ISLAND
TOWN OF SULLIVAN'S ISLAND
Municipal Government
14 Active
14
Organizations
BERKELEY-CHARLESTON-DORCHESTER RURAL TRANSPORTATION MGT AUTH
CHARLESTON AREA REGIONAL TRANSIT AUTHORITY (CARTA)
CHARLESTON CITY HOUSING AUTHORITY
CHARLESTON COUNTY AVIATION AUTHORITY
CHARLESTON COUNTY PARK AND RECREATION COMMISSION
CHARLESTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHARLESTON REGIONAL RESOURCE RECOVERY AUTHORITY
COMMISSIONERS OF PUBLIC WORKS
COOPER RIVER PARK AND PLAYGROUND COMMISSION
HOUSING AUTHORITY OF CITY OF CHARLES
LAKE MARION REGIONAL WATER AGENCY/AUTHORITY
MOUNT PLEASANT WATERWORKS
NORTH CHARLESTON HOUSING AUTHORITY
NORTH CHARLESTON PUBLIC SERVICE DISTRICT
ST ANDREWS PARISH PARKS AND PLAYGROUND COMMISSION
ST ANDREWS PUBLIC SERVICE DISTRICT
ST JOHNS FIRE DISTRICT
ST JOHNS FIRE DISTRICT COMMISSION
ST PAULS FIRE DISTRICT
BERKELEY-CHARLESTON-DORCHESTER RURAL TRANSPORTATION MGT AUTH
CHARLESTON AREA REGIONAL TRANSIT AUTHORITY (CARTA)
CHARLESTON CITY HOUSING AUTHORITY
CHARLESTON COUNTY AVIATION AUTHORITY
CHARLESTON COUNTY PARK AND RECREATION COMMISSION
CHARLESTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHARLESTON REGIONAL RESOURCE RECOVERY AUTHORITY
COMMISSIONERS OF PUBLIC WORKS
COOPER RIVER PARK AND PLAYGROUND COMMISSION
HOUSING AUTHORITY OF CITY OF CHARLES
LAKE MARION REGIONAL WATER AGENCY/AUTHORITY
MOUNT PLEASANT WATERWORKS
NORTH CHARLESTON HOUSING AUTHORITY
NORTH CHARLESTON PUBLIC SERVICE DISTRICT
ST ANDREWS PARISH PARKS AND PLAYGROUND COMMISSION
ST ANDREWS PUBLIC SERVICE DISTRICT
ST JOHNS FIRE DISTRICT
ST JOHNS FIRE DISTRICT COMMISSION
ST PAULS FIRE DISTRICT
BERKELEY-CHARLESTON-DORCHESTER RURAL TRANSPORTATION MGT AUTH
CHARLESTON AREA REGIONAL TRANSIT AUTHORITY (CARTA)
CHARLESTON CITY HOUSING AUTHORITY
CHARLESTON COUNTY AVIATION AUTHORITY
CHARLESTON COUNTY PARK AND RECREATION COMMISSION
CHARLESTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHARLESTON REGIONAL RESOURCE RECOVERY AUTHORITY
COMMISSIONERS OF PUBLIC WORKS
COOPER RIVER PARK AND PLAYGROUND COMMISSION
HOUSING AUTHORITY OF CITY OF CHARLES
LAKE MARION REGIONAL WATER AGENCY/AUTHORITY
MOUNT PLEASANT WATERWORKS
NORTH CHARLESTON HOUSING AUTHORITY
NORTH CHARLESTON PUBLIC SERVICE DISTRICT
ST ANDREWS PARISH PARKS AND PLAYGROUND COMMISSION
ST ANDREWS PUBLIC SERVICE DISTRICT
ST JOHNS FIRE DISTRICT
ST JOHNS FIRE DISTRICT COMMISSION
ST PAULS FIRE DISTRICT
Special District
19 Active
19
Organizations
CAPE ROMAIN ENVIRONMENTAL EDUCATION CHARTER SCHOOL
CAPE ROMAIN ENVIRONMENTAL EDUCATION CHARTER SCHOOL
CAPE ROMAIN ENVIRONMENTAL EDUCATION CHARTER SCHOOL
School District
1 Active
1
Organizations
117 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABOVE & BEYOND
ABUNDANT LIFE DELIVERANCE MINISTRY
ACADEMIC MAGNET FOUNDATION
Academic Magnet HS Athletic Boosters Inc
ACHIEVE FOUNDATION INCORPORATED
Achieving Wheelchair Equality Inc
A Clear Trumpet Incorporated
ACTIVE DUTY AMERICA INC
ADOPT A GUARDSMAN FOUNDATION OF SC
ADPI CHARLESTON ALUMNAE ASSOCIATION
ADVOCATE 4U
AFCEA EDUCATIONAL FOUNDATION
AFFA ACTION
AFRICA CHAMBER OF COMMERCE INST
AFRICAN AMERICAN SETTLEMENT COMM
A HEALING GRACE
Aidan & Hilda's Coffee Pub
AKASHIC RECORD CONSULTANTS INC
117 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABOVE & BEYOND
ABUNDANT LIFE DELIVERANCE MINISTRY
ACADEMIC MAGNET FOUNDATION
Academic Magnet HS Athletic Boosters Inc
ACHIEVE FOUNDATION INCORPORATED
Achieving Wheelchair Equality Inc
A Clear Trumpet Incorporated
ACTIVE DUTY AMERICA INC
ADOPT A GUARDSMAN FOUNDATION OF SC
ADPI CHARLESTON ALUMNAE ASSOCIATION
ADVOCATE 4U
AFCEA EDUCATIONAL FOUNDATION
AFFA ACTION
AFRICA CHAMBER OF COMMERCE INST
AFRICAN AMERICAN SETTLEMENT COMM
A HEALING GRACE
Aidan & Hilda's Coffee Pub
AKASHIC RECORD CONSULTANTS INC
117 FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABOVE & BEYOND
ABUNDANT LIFE DELIVERANCE MINISTRY
ACADEMIC MAGNET FOUNDATION
Academic Magnet HS Athletic Boosters Inc
ACHIEVE FOUNDATION INCORPORATED
Achieving Wheelchair Equality Inc
A Clear Trumpet Incorporated
ACTIVE DUTY AMERICA INC
ADOPT A GUARDSMAN FOUNDATION OF SC
ADPI CHARLESTON ALUMNAE ASSOCIATION
ADVOCATE 4U
AFCEA EDUCATIONAL FOUNDATION
AFFA ACTION
AFRICA CHAMBER OF COMMERCE INST
AFRICAN AMERICAN SETTLEMENT COMM
A HEALING GRACE
Aidan & Hilda's Coffee Pub
AKASHIC RECORD CONSULTANTS INC
Nonprofit Organization
1250 Active
1250
Organizations
Community Partners84 organizations
CITY OF FOLLY BEACH
Municipal Government·FOLLY BEACH
CITY OF ISLE OF PALMS
Municipal Government·ISLE OF PALMS
COUNTY OF CHARLESTON
Municipal Government·CHARLESTON
CHARLESTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·NORTH CHARLESTON
CHARLESTON REGIONAL RESOURCE RECOVERY AUTHORITY
Special District·CHARLESTON
COMMISSIONERS OF PUBLIC WORKS
Special District·CHARLESTON
COOPER RIVER PARK AND PLAYGROUND COMMISSION
Special District·NORTH CHARLESTON
HOUSING AUTHORITY OF CITY OF CHARLES
Special District·CHARLESTON
LAKE MARION REGIONAL WATER AGENCY/AUTHORITY
Special District·NORTH CHARLESTON
MOUNT PLEASANT WATERWORKS
Special District·MOUNT PLEASANT
NORTH CHARLESTON PUBLIC SERVICE DISTRICT
Special District·N CHARLESTON
ST ANDREWS PUBLIC SERVICE DISTRICT
Special District·CHARLESTON
ST JOHNS FIRE DISTRICT
Special District·JOHNS ISLAND
ST PAULS FIRE DISTRICT
Special District·HOLLYWOOD
CAPE ROMAIN ENVIRONMENTAL EDUCATION CHARTER SCHOOL
School District·MC CLELLANVILLE
117 FOUNDATION
Nonprofit Organization·Mount Pleasant
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·North Charleston
ABOVE & BEYOND
Nonprofit Organization·Mount Pleasant
ABUNDANT LIFE DELIVERANCE MINISTRY
Nonprofit Organization·MOUNT PLEASANT
ACADEMIC MAGNET FOUNDATION
Nonprofit Organization·NORTH CHARLESTON
Academic Magnet HS Athletic Boosters Inc
Nonprofit Organization·North Charleston
ACHIEVE FOUNDATION INCORPORATED
Nonprofit Organization·North Charleston
Achieving Wheelchair Equality Inc
Nonprofit Organization·North Charleston
A Clear Trumpet Incorporated
Nonprofit Organization·Mount Pleasant
ACTIVE DUTY AMERICA INC
Nonprofit Organization·Sullivans Island
ADOPT A GUARDSMAN FOUNDATION OF SC
Nonprofit Organization·North Charleston
ADPI CHARLESTON ALUMNAE ASSOCIATION
Nonprofit Organization·Mount Pleasant
ADVOCATE 4U
Nonprofit Organization·North Charleston
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·N CHARLESTON
AFFA ACTION
Nonprofit Organization·North Charleston
AFRICA CHAMBER OF COMMERCE INST
Nonprofit Organization·NORTH CHARLESTON
AFRICAN AMERICAN SETTLEMENT COMM
Nonprofit Organization·MOUNT PLEASANT
A HEALING GRACE
Nonprofit Organization·Mount Pleasant
Aidan & Hilda's Coffee Pub
Nonprofit Organization·Johns Island
AKASHIC RECORD CONSULTANTS INC
Nonprofit Organization·North Charleston
ALCAM INC
Nonprofit Organization·MOUNT PLEASANT
ALLEGRO CHARTER SCHOOL OF MUSIC
Nonprofit Organization·NORTH CHARLESTON
ALLEGRO CHARTER SCHOOL OF MUSIC PTO
Nonprofit Organization·North Charleston
Alliance Coalition
Nonprofit Organization·Sullivans Island
ALLIANCE FOR FAMILY ENRICHMENT
Nonprofit Organization·N Charleston
ALMOST HOME FELINE REFUGE INC
Nonprofit Organization·Mount Pleasant
ALMS FOR HUMANITY INC
Nonprofit Organization·Mount Pleasant
ALPHA IOTA RHO CHI CHAPTER
Nonprofit Organization·Mount Pleasant
ALPHA OMEGA PHI MILITARY FRATERNITY-SORORITY
Nonprofit Organization·N CHARLESTON
ALPHA OUTREACH MINISTRIES INC
Nonprofit Organization·NORTH CHARLESTON
ALTRUITY FOUNDATION
Nonprofit Organization·Mount Pleasant
AMANDAS HEALING HEARTS
Nonprofit Organization·MOUNT PLEASANT
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Mount Pleasant
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Mount Pleasant
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Mount Pleasant
AMERICAN CHRISTIAN RESERVE INC
Nonprofit Organization·Mount Pleasant
AMERICAN CULINARY FEDERATION GREATER CHARLESTON SC CHAPTER
Nonprofit Organization·North Charleston
AMERICAN INDIAN CHAMBER OF COMMERCE OF THE CAROLINAS
Nonprofit Organization·Mount Pleasant
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
Nonprofit Organization·Johns Island
AMERICAN LEGION AUXILIARY
Nonprofit Organization·N Charleston
AMERICAN LEGION AUXILIARY
Nonprofit Organization·North Charleston
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Mount Pleasant
AMERICAN LEGION AUXILIARY UNIT 136
Nonprofit Organization·Mount Pleasant
American Legion Palmetto Post 112
Nonprofit Organization·North Charleston
AMERICAN NEPHROLOGY NURSES ASSOCIATION PALMETTO #203
Nonprofit Organization·HOLLYWOOD
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·NORTH CHARLESTON
AMERICANS FOR DEBT AND DEFICIT REDU
Nonprofit Organization·SULLIVANS ISLAND
AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS
Nonprofit Organization·Mount Pleasant
AMERICAN SOCIETY OF HEATING REFRIGERATING & A-C ENGINEERS
Nonprofit Organization·Mount Pleasant
AMHS PARTNERS IN EDUCATION
Nonprofit Organization·NORTH CHARLESTON