# Alton Point Advisors, LLC

> Alton Point Advisors, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 323001
- Filed as: ALTON POINT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323001
- AdvisorCensus page: https://advisorcensus.com/firm/alton-point-advisors-llc-323001

## Quick answers

**How is Alton Point Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alton Point Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Alton Point Advisors, LLC registered with the SEC or a state?**
Alton Point Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323001.

**How much does Alton Point Advisors, LLC manage?**
Alton Point Advisors, LLC reports $8,842,364 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Alton Point Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (2).

**Does Alton Point Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323001

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $8,842,364
- Discretionary: $8,842,364
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $5,869,254 |
| High net worth individuals | 2 | $2,973,110 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altonpoint.com
- altonpointadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alton Point Advisors, LLC (CRD 323001): Form ADV filing data as of October 2026.