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They include 170 high-net-worth individuals, 70 individual clients, and 13 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oceanside Advisors offer?","answer":"Oceanside Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Oceanside Advisors charge?","answer":"Oceanside Advisors charges 0.60%–1.50% a year for its Asset Management. The whole portfolio is charged at the rate of its band. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oceanside Advisors have?","answer":"Oceanside Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oceanside Advisors invest in?","answer":"At the end of its last fiscal year, Oceanside Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Oceanside Advisors have a minimum investment?","answer":"Yes, Oceanside Advisors’ minimum account size for its Asset Management is $500K.","source":"FORM ADV2A/2B - SEC, filed 4 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Oceanside Advisors?","answer":"Oceanside Advisors’ direct owners are Johann Kroll (75% or more), Robert Kroll (5% to 10%) and Patrick Gaul (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oceanside Advisors get paid?","answer":"Oceanside Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}