Seaside Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,813,775
Clients
400
Advisors
4
across 2 offices
About
Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high‑net‑worth clients and small business owners, and also counts investment company clients among its relationships — an uncommon client type for firms its size. The firm offers ongoing financial planning, tailored portfolio management, and selection of third‑party money managers as part of its advisory services.
The firm implements active asset management guided by Modern Portfolio Theory and a set of targeted asset‑allocation model portfolios, with regular monitoring, rebalancing and quarterly planning reviews to align portfolios with clients’ objectives and risk tolerances. Implementation can include long‑ and short‑term positions, covered‑call option strategies for hedging, and referrals to specialist managers when appropriate.
What is distinctive about Seaside is its direct involvement in private real estate lending through an affiliated sponsor, Seaside Capital Partners, which serves as general partner and sponsor for private funds and may solicit advisory clients to invest in those offerings; the firm discloses and documents these referral relationships. The adviser also offers due‑diligence consulting on privately placed investments and real estate projects — including valuation, sponsor reporting reviews, site visits, tax coordination and 1031 suitability assessments — which the brochure highlights as a specific service line and a source of potential conflicts that the firm seeks to mitigate through disclosure and offering documents.
Client services
Expertise
Fee options
Fixed financial planning fees generally range from $1,000 to $250,000 depending on scope and complexity.
$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $10,000,000: 0.70% $10,000,001+: 0.40%
$500 per hour for due diligence consulting services with a minimum of 5 hours.
Seaside Capital Partners, LLC charges 3% quarterly fees and 20% of net profits for high yield funds (third party); firm also manages performance-based fee accounts unrelated to asset management fees.
Fee-only: Fixed fees typically range from $1,000 to $250,000 depending on complexity; hourly fees for due diligence consulting are $500 per hour with a minimum of 5 hours.
Main office
See officeMechanicsburg PA
Advisors at this office
2
Offices (2)
Most active in
Florida · Maryland · North Carolina · Pennsylvania · Texas
Also doing business as
Seaside Wealth Advisors LLC · Sterling Capital Partners · Sterling Capital Partners, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
Allison K
ChFC®, Series 63
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with five years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Seaside Wealth Advisors, she worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of finance, Allison is an IFBB Pro League bodybuilder and operates an online fitness coaching business. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment company clients. The firm employs active asset management based on Modern Portfolio Theory and offers additional due-diligence consulting on privately placed investments and real estate projects.
Joshua J
ChFC®, Series 63, Series 65
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Joshua Jenkins is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Seaside Wealth Advisors LLC in Mechanicsburg, PA, where he has been since 2024, following prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved in managing private investment ventures including serving as a vice president in investor relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients and small business owners. The firm uses an active asset management approach guided by Modern Portfolio Theory and offers specialized services including private real estate lending and due-diligence consulting on privately placed investments.
Michael C
Series 63, Series 66
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Michael Cox is a financial advisor with Seaside Wealth Advisors LLC in Mechanicsburg, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Seaside in 2024, he worked at Northwestern Mutual and other firms. Outside of his advisory work, Cox serves as a coaches coordinator for a youth football organization. Seaside Wealth Advisors provides discretionary asset management and financial planning to individual and high-net-worth clients, small business owners, and investment companies. The firm uses active asset management guided by Modern Portfolio Theory, incorporating tailored portfolios, ongoing monitoring, and specialized strategies including private real estate lending through affiliated sponsors.
Allen T
Series 63, Series 65
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Allen Tyndall is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Northwestern Mutual and Eagles Coast Wealth Management prior to joining Seaside. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing a bike shop and a juice bar in Wilmington, NC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment companies. The firm uses active asset management based on Modern Portfolio Theory, incorporating tailored portfolios, ongoing monitoring, and private real estate lending through an affiliated sponsor.
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