This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$191MItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$191M

Private client RAUM

$183MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$47.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

765

Individual clients

70

High net worth clients

170

SEC number

801-127503

CRD

170307

Filings on the tape

22

First filed

Feb 20, 2023

Latest filed

Feb 4, 2026

Organised

Limited Liability Company, SC

Website

podcasts.google.com

• Occurred

  Nov 1, 2023
  Advisor changed firm

  Ross Chawansky left Oceanside Advisors Llc for Flowrate Financial, Llc (registered 2023-11-20)

  Form ADVobserved 5 days ago
• Occurred

  Feb 20, 2023
  First Form ADV filing

  Oceanside Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:581b46c6-b0f8-e577-c65f-b49852cd19ce

First observed

Feb 20, 2023

Last observed

Feb 4, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.