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Ocean Path Advisors, LLC

Ocean Path Advisors, LLC. CRD 338933

O

CRD: 338933

Ocean Path Advisors, LLC

Manhattan Beach, CA, 90266
3103027685
oceanpath.com
$559.5M Total AUM
$559.5M Disc. AUM
-- 3Y CAGR
6 Employees
196 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
FusionPeak +more
Established Date
01-26-2026
Office Locations
2

Office Locations

115 21st St. Manhattan Beach CA
-- Pleasant Grove UT

About Ocean Path Advisors, LLC

Ocean Path Advisors is a fiduciary, employee-owned RIA offering holistic wealth planning and total balance sheet management, including investment, retirement, tax, stock options, cash flow, risk management and estate planning. Its fact-based investment planning emphasizes diversification, low costs and tax efficiency. Supported by Mariner; custodians include Charles Schwab and Fidelity/NFS.

Team overview

48 AVG AGE
$93.3M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
0.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

North atlas

Investment Themes

Pioneer matrix Foundation unison Value

Investment Vehicles

Horizon frontier

Platform

Frontier

Services

Vital Harbor foundation Pioneer north Ember Harbor summit Delta signal

Technology

Meridian signal Ember momentum Crest

Owner & Executives

TODD CURTIS BUTLER

TODD CURTIS BUTLER

Managing Member, PRINCIPAL

CRD
#3091223
Ownership
75% or more
(457) 440-7294
atlas.harbor@focuscapital.com
in linkedin.com/in/focus-vital
R

Riley Jameson van Velthuyzen

Chief Compliance Officer

CRD
#7536298
Ownership
Less than 5%
(553) 795-4273
element.pathway@focuscapital.com
in linkedin.com/in/signal-fusion

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Contacts

M

Mary Kate Belnap

Associate Financial Planner

CRD
#8169965
(953) 660-4082
prime.summit@embercapital.com
in linkedin.com/in/unison-matrix
Matthew Stanley Evans

Matthew Stanley Evans

Partner and Managing Director

CRD
#8035393
(507) 666-9983
value.crest@eaglecapital.com
in linkedin.com/in/vector-peak
N

North horizon

Alpha oak ridge

CRD
#40677
(479) 263-2142
vertex.alpha@beaconcapital.com
in linkedin.com/in/prime-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-02-2026
Category Assets AVG. Account size
Discretionary $559,523,253 $264,675
Non-Discretionary $0 --
Total $559,523,253 $264,675

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Separately Managed Accounts

Total SMA Asset: $559,523,253

$559.5M Total SMA
Public Funds:
18.0%
Equity - Exchange:
30.7%
Cash:
6.0%
Corporate - Investment Grade:
26.0%
U.S. Government/Agency:
13.0%
Municipal Bonds:
6.3%
Asset class Assets Assets %
Public Funds $1,481,109,002 18.0%
Equity - Exchange $2,526,113,688 30.7%
Cash $493,703,001 6.0%
Corporate - Investment Grade $2,139,379,670 26.0%
U.S. Government/Agency $1,069,689,835 13.0%
Municipal Bonds $518,388,151 6.3%
Total $8,228,383,347 100.0%

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