OCEANSIDE ADVISORS LLC
CRD #170307 SEC #801-127503 MOUNT PLEASANT, SC 843-830-6568
SEC Registered
Total AUM
$184M
Discretionary
$184M
Employees
5
Clients
51
Accounts
743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $184M | $184M | $0 | 5 | 1 |
| Feb 2025 | $159.6M | $159.6M | $0 | 5 | 1 |
| Dec 2024 | $136.4M | $136.4M | $0 | 5 | 2 |
| May 2024 | $136.4M | $136.4M | $0 | 5 | 2 |
| Jan 2024 | $136.4M | $136.4M | $0 | 4 | 2 |
| Dec 2023 | $127.6M | $127.6M | $0 | 4 | 3 |
| Nov 2023 | $127.6M | $127.6M | $0 | 4 | 3 |
| Oct 2023 | $127.6M | $127.6M | $0 | 4 | 3 |
| Sep 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Aug 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Jul 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Jul 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Jun 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| May 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| May 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Apr 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Apr 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Apr 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Mar 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Mar 2023 | $116.6M | $116.6M | $0 | 4 | 3 |
| Feb 2023 | $108.7M | $108.7M | $0 | 4 | 3 |
DateAug 2025
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees5
Clients1
DateFeb 2025
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees5
Clients1
DateDec 2024
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees5
Clients2
DateMay 2024
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees5
Clients2
DateJan 2024
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients2
DateDec 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients3
DateNov 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients3
DateOct 2023
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients3
DateSep 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateAug 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateJul 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateJul 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateJun 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateMay 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateMay 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateApr 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateApr 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateApr 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateMar 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateMar 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees4
Clients3
DateFeb 2023
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients3