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DBA Seaside Financial & Insurance Services

DBA Seaside Financial & Insurance Services. CRD 289985

DBA Seaside Financial & Insurance Services logo

CRD: 289985

DBA Seaside Financial & Insurance Services

Carlsbad, CA, 92010
7604334632
www.seasideadvisory.com
$81.2M Total AUM
$81.2M Disc. AUM
-11.0% 3Y CAGR
4 Employees
137 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท JP Morgan
Clients
Retail
Platforms
QuantumFrontier +more
Established Date
10-20-2017
Office Locations
2

Office Locations

255 Glenville Rd. Greenwhich CT
2888 Loker AVE East Suite 110 Carlsbad CA

About DBA Seaside Financial & Insurance Services

Seaside Financial & Insurance Services is an independent RIA providing customized investment advice and portfolio management alongside financial, tax, and estate planning and employee benefits support for individuals, families, and businesses. The team conducts independent research for each client and offers insurance planning. Founded in 1994 and owned by Shawn Orser since 2016, the firm supports clients on eMoney and custodies with Charles Schwab.

Team overview

58 AVG AGE
$20.3M AVG AUM / ADVISOR
$592.7K AVG AUM / CLIENT
6.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Bridge Ember unison Glacier Legacy Crest vector Summit ember

Client Personas

Peak quantum

Custodian

Value Focus Vector Wave foundation Harbor optima Bridge ember

Investment Themes

Value vital Peak Delta prime

Investment Vehicles

Frontier optima Vertex fusion

Platform

Meridian Beacon capital Bridge Frontier crest

Services

Value optima Meridian Beacon Prime signal Quantum Vector Ridge Vertex wave Momentum momentum Timber unison

Technology

Legacy delta Beacon Pathway insight Beacon pathway

Owner & Executives

S

SHAWN CHRISTOPHER ORSER

Owner, President

CRD
#2962642
Ownership
75% or more
(848) 412-9614
insight.glacier@wavecapital.com
in linkedin.com/in/signal-north
D

DARLENE M MAZA

Chief Compliance Officer

CRD
#6646239
Ownership
Less than 5%
(471) 656-7650
timber.harbor@insightcapital.com
in linkedin.com/in/focus-glacier

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Contacts

A

ALISON ANN FARRIN

Advisor

CRD
#703088
(895) 556-3251
ridge.momentum@oakcapital.com
in linkedin.com/in/north-legacy
C

Cody H Laidlaw

Partner, Wealth Advisor

CRD
#7310848
(492) 240-2068
alpha.timber@radialcapital.com
in linkedin.com/in/vital-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-21-2022
03-24-2023
03-20-2024
10-16-2025
05-28-2026
Category Assets AVG. Account size
Discretionary $81,200,784 $240,952
Non-Discretionary $0 --
Total $81,200,784 $240,952

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Separately Managed Accounts

Total SMA Asset: $81,200,784

$81.2M Total SMA
Public Funds:
9.5%
Equity - Exchange:
17.8%
Cash:
6.5%
Corporate - Investment Grade:
11.0%
U.S. Government/Agency:
24.8%
Municipal Bonds:
20.5%
Sovereign Bonds:
9.9%
Asset class Assets Assets %
Public Funds $152,981,833 9.5%
Equity - Exchange $286,639,645 17.8%
Cash $104,671,780 6.5%
Corporate - Investment Grade $177,136,859 11.0%
U.S. Government/Agency $399,363,101 24.8%
Municipal Bonds $330,118,692 20.5%
Sovereign Bonds $159,423,174 9.9%
Total $1,610,335,084 100.0%

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