Ocean Path Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Ocean Path Advisors reports 196 clients. They include 135 high-net-worth individuals, 55 individual clients, and 4 corporations and other businesses. Of its assets, 100.0% ($560M across 2,114 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 5% |
| High-net-worth individuals | 69% | 92% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $28.3M | 5.1% | $515K |
| High-net-worth individuals | 135 | $513M | 91.7% | $3.8M |
| Charitable organizations | Fewer than 5 | $12.2M | 2.2% | $6.1M |
| Corporations and other businesses | Fewer than 5 | $5.97M | 1.1% | $1.49M |
| Total | 196 | $560M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $28.3M
- AUM share
- 5.1%
- Avg. per client
- $515K
- Clients
- 135
- Regulatory AUM
- $513M
- AUM share
- 91.7%
- Avg. per client
- $3.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.2M
- AUM share
- 2.2%
- Avg. per client
- $6.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.97M
- AUM share
- 1.1%
- Avg. per client
- $1.49M
Total
- Clients
- 196
- Regulatory AUM
- $560M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ocean Path Advisors charges 0.95%–1.10% a year for its Portfolio management fees. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.
Fee details and sources
Todd Butler owns 75% or more of Ocean Path Advisors. The leadership team of Ocean Path Advisors includes Chief Compliance Officer Riley Van Velthuyzen. It has 6 employees.
Leadership
- Riley Van VelthuyzenChief Compliance Officer
- Todd ButlerManaging Member and Principal
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Ocean Path Advisors, LLC
Todd Butler
Control person · since January 2021
Besides its headquarters, Ocean Path Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 115 21st St., Manhattan BeachHQ
Contact and registration details
- Legal name
- Ocean Path Advisors, LLC
- Headquarters
- 115 21st St., Manhattan Beach, CA 90266
- Website
- oceanpath.com
- Phone
- 310-302-7685
- @oceanpathadvisors
- SEC file
- 801-135249
- Founded
- 2021
- Structure
- California LLC
- Fiscal year end
- December
Ocean Path Advisors uses Charles Schwab ($511M) as custodian for its separately managed accounts. Ocean Path Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $511M100%
At year end, Ocean Path Advisors’ separately managed accounts were largely in funds (44%) and stocks (40%).
What the accounts hold
- Stocks40%
- Funds44%
- Bonds9%
- Investment grade corporate bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash7%
How many clients does Ocean Path Advisors have?
Ocean Path Advisors has 196 clients and manages $560 million for them, as of August 2026. They include 135 high-net-worth individuals, 55 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Ocean Path Advisors offer?
Ocean Path Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ocean Path Advisors charge?
Ocean Path Advisors charges 0.95%–1.10% a year for its Portfolio management fees. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.
Source: FORM ADV PART 2A- OCEAN PATH ADVISORS, LLC, filed 20 May 2026
Which custodians does Ocean Path Advisors use?
Ocean Path Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $511M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Ocean Path Advisors have?
Ocean Path Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ocean Path Advisors invest in?
At the end of its last fiscal year, Ocean Path Advisors’ separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 7% cash and equivalents, 5% investment grade corporate bonds, 3% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ocean Path Advisors?
Ocean Path Advisors’ direct owner is Todd Butler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Ocean Path Advisors get paid?
Ocean Path Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ocean Path Advisors registered with the SEC?
Yes, Ocean Path Advisors has been registered with the SEC as an investment adviser since 26 January 2026. Its CRD number is 338933 and its SEC file number is 801-135249.
Source: Form ADV Part 1A, Item 1, filed 11 August 2026; IAPD firm record
How do I contact Ocean Path Advisors?
Ocean Path Advisors’ main office is at 115 21st St., Manhattan Beach, CA 90266. Its phone number is 310-302-7685. Its website is oceanpath.com.