SourcingSourcing

SEASIDE ADVISORY SERVICES, INC.

B59
CRD 289985·SEC 801-112721·CARLSBAD, CA
AUM
$81.2M
$25M-$100M
Est. Revenue
$812K
@ 1% on AUM
Est. EBITDA
$244K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEASIDE ADVISORY SERVICES, INC.
CRD
289985
SEC file #
801-112721
EIN
—
DBA names
Dba Seaside Financial & Insurance Services

Economics

AUM
$81.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$94.0M → $81.2M▼ -14%
Client mix
Individuals Other113
Individuals High Net Worth24

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CARLSBAD CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
seasideadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORSER, SHAWN, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ORSER, SHAWN, CHRISTOPHER
MAZA, DARLENE, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEASIDEADVISORY.COM
Rdap Domain Creation Date
2000-03-16T16:27:40Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4512
Soi Zip Pct 200k Plus
0.2062
Soi Zip Returns 200k Plus
1860
Soi Zip Total AGI
1,255,164
Fdic Zip Total Deposits
5,254,750,000
Fdic Zip Branch Count
72
Fdic Zip Top Banks
Bank of America, National Association
Bank of Southern California, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaChula Vista, CA
Home Savings of America, FSBChula Vista, CA
Fdic Zip HHI
1914.74
Fdic Zip Top Bank Share Pct
34.69
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-16T15:27:40Z
Rdap Domain Last Changed
2026-03-09T07:47:36Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,561
Returns1,770
Stub 2
AGI48,955
Returns1,310
Stub 3
AGI65,418
Returns1,050
Soi Zip Total Business Income
29,264
Soi Zip Total Cap Gains
80,086
Soi Zip Total Dividends
24,864
Soi Zip Total Returns
9,020
Top Owner CRD
2962642
Trust Company Affiliate
No

People (4)

4
ORSER, SHAWN, CHRISTOPHER
IAR · Direct Owner · 87.5%
2962642
MAZA, DARLENE, M
IAR · Executive Officer · 2.5%
6646239
ALISON ANN FARRIN
IAR
703088
Cody H Laidlaw
IAR
7310848