SourcingSourcing

OCEAN PATH ADVISORS, LLC

C39
CRD 338933·SEC 801-135249·MANHATTAN BEACH, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OCEAN PATH ADVISORS, LLC
CRD
338933
SEC file #
801-135249
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
MANHATTAN BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
oceanpath.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUTLER, TODD, CURTIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BUTLER, TODD, CURTIS
van Velthuyzen, Riley
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
OCEANPATH.COM
Rdap Domain Creation Date
2002-05-27T18:07:50Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

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
0.6024
Soi Zip Pct 200k Plus
0.4084
Soi Zip Returns 200k Plus
6,800
Soi Zip Total AGI
6,993,570
Fdic Zip Total Deposits
82,016,085,000
Fdic Zip Branch Count
449
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

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
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaManhattan Beach, CA
Home Savings of America, FSBManhattan Beach, CA
Fdic Zip HHI
1084.93
Fdic Zip Top Bank Share Pct
21.4
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-27T18:07:50Z
Rdap Domain Last Changed
2026-05-19T12:12:23Z
Rdap Nameservers
Dimitris.ns.cloudflare.comKatja.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Pending Transfer
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,758
Returns2,710
Stub 2
AGI52,536
Returns1,430
Stub 3
AGI80,979
Returns1,290
Soi Zip Total Business Income
187,061
Soi Zip Total Cap Gains
1,009,848
Soi Zip Total Dividends
407,507
Soi Zip Total Returns
16,650
Top Owner CRD
3091223
Trust Company Affiliate
No

People (5)

5
BUTLER, TODD, CURTIS
IAR · Direct Owner · 87.5%
3091223
van Velthuyzen, Riley
IAR · Executive Officer · 2.5%
7536298
ROSS ALEXANDER KROLL
IAR
6369946
Mary Kate Belnap
IAR
8169965
Matthew Stanley Evans
IAR
8035393