This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Alpha alphaCapital radial +more
- Established Date
- 04-01-2014
- Office Locations
- 1
Office Locations
About Oceanside Advisors LLC
Oceanside Advisors LLC is a Mount Pleasant, SC RIA focused on pre-retirees and retirees, translating complex retirement decisions into clear plans. The team delivers financial planning alongside low-cost portfolios, safe/dynamic withdrawal strategy design, proactive tax planning (including RMD and pre-Medicare planning), and Social Security analysis. Custody includes Charles Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHANN ROBERT KROLL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6297173
- Ownership
- 75% or more
Patrick Joseph Gaul
INVESTMENT ADVISOR REPRESENTATIVE, Owner, Partner
- CRD
- #6889786
- Ownership
- 10% but less than 25%
Prime north
Eagle north
- CRD
- #31013
- Ownership
- 30.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Nicholas Glen Schilkey
--
- CRD
- #7910999
Tyson Riley Strachan
Investment Advisor
- CRD
- #7120784
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,300,000 | $250,065 |
| Non-Discretionary | $0 | -- |
| Total | $191,300,000 | $250,065 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $191,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,301,012,712 | 41.0% |
| Equity - Exchange | $1,374,995,401 | 24.5% |
| Cash | $1,936,218,013 | 34.5% |
| Total | $5,612,226,126 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VALUE | MERIDIAN SIGNAL | ER9U7SCMT | VCY | 7.10% | $78,837,660 |
| CAPITAL FOUNDATION | PATHWAY UNISON | ARGY7O276 | DKJGH | 10.32% | $104,177,735 |
| FUSION FOUNDATION | VITAL ZENITH | O4RZ0FNVU | ZWMZ | 11.87% | $109,935,058 |
| HARBOR BRIDGE GLACIER | RADIAL CAPITAL | FZN2DTC8E | UOK | 4.46% | $46,224,228 |
| ZENITH RIDGE | ELEMENT SUMMIT | HLZEH7RTE | GPR | 3.76% | $23,431,790 |
| QUANTUM PATHWAY TIMBER | MATRIX OPTIMA | 76GAV1N4P | HOIO | 1.44% | $68,091,220 |
| HARBOR MOMENTUM | GLACIER FOCUS | FMBAE2WXM | GPHPW | 6.60% | $50,414,458 |
| VITAL OAK | SUMMIT INSIGHT | 79A7VTG5S | YNM | 3.71% | $87,131,887 |