Todd Curtis Butler

Employer firm

Ocean Path Advisors, LLC CRD 338933

$560M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 01/2017
  Wescap Group
  Burbank, CA
• 01/2017 → 03/2022
  Adviceperiod, Llc
  Los Angeles, CA
• 09/2021 → 02/2026
  Mariner Independent
  Manhattan Beach, CA
• 09/2021 → Present
  Ocean Path Advisors
  Manhattan Beach, CA
• 02/2026 → Present
  Ocean Path Advisors
  Manhattan Beach, CA

Previous Registrations

• 2021-09-01 → 2026-05-01
  Mariner Independent
  Manhattan Beach, CA
• 2026-02-10 → 2026-02-17
  Ocean Path Advisors, Llc
  Manhattan Beach, CA
• 2017-01-17 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
• 2007-11-09 → 2017-01-11
  Wescap Group
  Glendale, CA
  Burbank, CA
  Glendale, CA
• 2005-02-15 → 2006-05-16
  Seia
  Los Angeles, CA
• 2001-02-22 → 2004-09-10
  Charles Schwab & Co., Inc.
  Los Angeles, CA

Other Businesses

1) Rental Property - owns rental properties through Sendero Property Group

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1998-12-03

Designations

• Certified Financial Planner