HockeyWealth.wikiA sourced reference on a financial planning firm for hockey players and families

Registration and verification

From HockeyWealth.wiki, a sourced reference on The Hockey Wealth Group, serving current and retired professional hockey players and their families

Short answer: The SEC adviser database lists the registered adviser that does business as The Hockey Wealth Group, under CRD 170307, as an active SEC-registered investment adviser with registration effective 23 March 2023[1].

Disclosure: HockeyWealth.wiki is a reference compiled from public pages and records about The Hockey Wealth Group. It is not the official website of the firm and is not written or reviewed by the firm or any regulator. Statements the firm makes about itself, its people and its services are attributed to the firm. This page is general information, not financial, investment, tax or legal advice, and it is not an offer or solicitation to buy or sell any security or service. Investing involves risk, including loss of principal. Pension, tax and cross-border rules change and depend on each person’s facts. See the editorial policy.

What does the SEC adviser database show?

The SEC’s public adviser database lists the firm, CRD number 170307 and SEC file number 801-127503, as an active SEC-registered investment adviser with an office at 235 Magrath Darby Blvd, Suite 150, Mount Pleasant, South Carolina[1]. The registrant is listed as Oceanside Advisors LLC, and the firm’s own notices page says its disclosures are for Oceanside Advisors, LLC, doing business as the Hockey Wealth Group[1][2]. The record also lists The Hockey Wealth Group among the names the registrant does business under[1].

What registration history does the record show?

The record shows the SEC registration as approved effective 23 March 2023, earlier state registrations listed as terminated between 2019 and 2023, and notice filings in ten states (Florida, Illinois, Louisiana, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Wisconsin) effective in 2023[1]. The firm’s website says it only transacts business in states where it is properly registered or exempted from registration[2].

What does the record show for the people listed?

All four people on the firm’s team page appear in the database as active investment adviser representatives of the firm with no disclosures reported. See Johann Kroll (CRD 6297173), Patrick Gaul (6889786), Tyson Strachan (7120784) and Nick Schilkey (7910999)[3][4][5][6].

How can I check the record myself?

Search the firm by name or CRD number 170307 on the SEC’s adviser search site, adviserinfo.sec.gov. The record links the firm’s Form ADV brochure and its client relationship summary[1]. Note the date you checked, since records change.

What does registration not tell you?

The firm’s brochure says being registered as an investment adviser does not imply a certain level of skill or training[7]. Registration is not an endorsement, and this wiki does not treat it as one. See fees and Form ADV and credentials and fiduciary duty.

Frequently asked questions

What is the firm’s CRD number?

170307, in the SEC’s adviser database.

Is The Hockey Wealth Group registered?

The SEC database lists the registered adviser that uses The Hockey Wealth Group name as an SEC-registered investment adviser.

See also

References

  1. ^ a b c d e f g h i j k l m Adviser firm summary, CRD 170307. U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  2. ^ a b Important Notices. The Hockey Wealth Group (hockeywealth.com). Retrieved 31 October 2026.
  3. ^ Johann Robert Kroll, individual summary (CRD 6297173). U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  4. ^ Patrick Joseph Gaul, individual summary (CRD 6889786). U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  5. ^ Tyson Riley Strachan, individual summary (CRD 7120784). U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  6. ^ Nicholas Glen Schilkey, individual summary (CRD 7910999). U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.
  7. ^ Form ADV Part 2A and 2B disclosure brochure, dated August 29, 2025. The registered adviser, via U.S. Securities and Exchange Commission, Investment Adviser Public Disclosure. Retrieved 31 October 2026.