Oceanside Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,200,000
Clients
240
Advisors
4
of 5 employees
About
Oceanside serves individual investors — including high‑net‑worth clients — as well as retirement plans, delivering discretionary investment management alongside comprehensive financial planning services (one‑time and ongoing), ERISA 3(38) fiduciary plan management, and 401(k) consulting. The firm also manages held‑away defined contribution accounts via a third‑party platform and conducts periodic reviews and rebalancing for client portfolios.
The firm operates on a fee‑based model and typically accepts discretionary authority to implement investment programs informed by fundamental and cyclical analysis, with account monitoring at least quarterly and scheduled client meetings. Oceanside offers client education and outreach, including public seminars and workshops provided at no charge, and provides written recommendations and regular check‑ins for ongoing planning clients.
Compared with many peers, the firm also functions as an insurance agency and a firm principal devotes a small portion of time to selling insurance products for which commission compensation is received and disclosed as a potential conflict of interest; clients are not required to purchase such products. Additionally, a principal allocates a meaningful share of time to a Canadian advisory business, and the four‑advisor team manages roughly $191.3 million across about 240 client relationships, combining individual and ERISA plan services.
Client services
Expertise
Occupation focus
Fee options
401K consulting services flat fee of $1,000
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $10,000,000: 1.00% annually $10,000,001+: 0.60% annually
Insurance products are sold by the firm’s insurance agent, generating commissions
$300 per hour for one-time financial planning and consulting
Ongoing financial planning monthly fixed fee ranging from $30 to $1,000 per month
Account minimum: $500,000 Fee-only: Hourly fee for financial planning: $300/hour; Ongoing financial planning monthly fixed fee: $30 to $1,000/month based on complexity; 401K consulting flat fee: $1,000
Main office
235 Magrath Darby Blvd., Suite 150
Mount Pleasant SC 29464
Advisors at this office
4
Most active in
Florida · Illinois · Louisiana · Minnesota · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Wisconsin
Also doing business as
Oceanside Advisors LLC · Oceanside Advisors, LLC · The Hockey Wealth Group · The Players Wealth Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyson S
Series 65
Mount Pleasant, SC
Oceanside Advisors LLC
Tyson Strachan is a Series 65-registered advisor with Oceanside Advisors LLC in Mount Pleasant, SC, and has seven years of industry experience. He has worked at Oceanside Advisors since 2019 and previously played professional hockey with the Rochester Americans and Cardiff Devils. Oceanside Advisors serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary investment management, financial planning, ERISA 3(38) fiduciary plan management, and 401(k) consulting. The firm employs a fee-based model and integrates fundamental and cyclical analysis in its investment approach while offering client education through seminars and workshops.
Johann K
CFP®, CFA®, Series 65
Mount Pleasant, SC
Oceanside Advisors LLC
Johann Kroll is a CFP®, CFA®, and Series 65-licensed advisor with 11 years of industry experience. He has been with Oceanside Advisors LLC since 2014 and is the founder and investment advisor of The Hockey Wealth Group Canada LLC. Kroll is also licensed as an insurance agent and spends a small portion of his time selling insurance products. Oceanside Advisors LLC is a fee-based advisory firm with a team of four advisors managing approximately $184 million for individual and high-net-worth clients, as well as retirement plans. The firm provides discretionary portfolio management and financial planning services, implementing tailored investment strategies under written policy statements and offering ongoing client support.
Patrick G
CFP®, Series 65
Mount Pleasant, SC
Oceanside Advisors LLC
Patrick Gaul is a CFP® and holds a Series 65 license, with eight years of industry experience. He has worked at Oceanside Advisors LLC since 2017. Outside of his advisory role, he previously played for the South Carolina Stingrays from 2013 to 2019. Oceanside Advisors LLC is a fee-based firm with a four-advisor team managing approximately $184 million for individual and high-net-worth households, as well as retirement plans. The firm provides discretionary portfolio management, financial planning, ERISA 3(38) plan services, and 401(k) consulting, utilizing tailored strategies based on written investment policy statements and regular account reviews.
Nicholas S
Series 65
Mount Pleasant, SC
Oceanside Advisors LLC
Nicholas Schilkey is a Series 65-licensed financial advisor with Oceanside Advisors LLC, where he has worked since 2024. He has one year of industry experience and previously held roles with IF Bjorkloven, Iserlohn Roosters, Willes-Barre/Scranton Penguins, Bridgeport Islanders, and Charlotte Checkers Hockey. Oceanside Advisors LLC is a fee-based advisory firm with a four-advisor team managing approximately $184 million for individual and high-net-worth households as well as retirement plans. The firm provides discretionary portfolio management, financial planning, ERISA 3(38) plan services, and 401(k) consulting, using tailored investment strategies reviewed quarterly.
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