{
  "crd_number": 296848,
  "slug": "shore-point-advisors-llc-brielle-nj-296848",
  "primary_business_name": "SHORE POINT ADVISORS, LLC",
  "legal_name": "SHORE POINT ADVISORS, LLC",
  "dbas": [
    "SHORE POINT ADVISORS"
  ],
  "city": "Brielle",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 327720533.0,
  "raum_discretionary": 327720533.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 3030729.0,
      "count": 15
    },
    "individuals": {
      "raum": 132804599.0,
      "count": 546
    },
    "pension_profit_sharing": {
      "raum": 8371397.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 178432582.0,
      "count": 91
    },
    "corporations_other_businesses": {
      "raum": 5081226.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SHOREPOINTADVISORS",
    "https://instagram.com/shorepointadvisors",
    "https://linkedin.com/COMPANY/SHORE-POINT-ADVISORS",
    "https://shorepointadvisors.com",
    "https://youtube.com/channel/UCANWhH2FLfeu7OInHS0aGMQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296848",
  "city_as_filed": "BRIELLE",
  "url": "https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848",
  "display_name": "Shore Point Advisors, LLC",
  "summary": "Shore Point Advisors, LLC is an SEC-registered investment advisory firm in Brielle, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Shore Point Advisors, LLC (CRD 296848): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Shore Point Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Shore Point Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Shore Point Advisors, LLC located?",
      "a": "Shore Point Advisors, LLC's principal office is in Brielle, NJ, according to its Form ADV."
    },
    {
      "q": "Is Shore Point Advisors, LLC registered with the SEC or a state?",
      "a": "Shore Point Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 296848."
    },
    {
      "q": "How much does Shore Point Advisors, LLC manage?",
      "a": "Shore Point Advisors, LLC reports $327,720,533 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Shore Point Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Shore Point Advisors, LLC: Regulatory assets under management: $121,941,600 in the October 2021 data and $327,720,533 in the October 2026 data, up 169%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Shore Point Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (546); high net worth individuals (91); charitable organizations (15)."
    },
    {
      "q": "Which custodians does Shore Point Advisors, LLC use?",
      "a": "Shore Point Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Shore Point Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296848"
    },
    {
      "q": "What changed in Shore Point Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $257,002,283 to $327,720,533 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 121941600.0,
      "total_employees": 5,
      "filing_date": "2021-09-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 162733253.0,
      "total_employees": 5,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 162810414.0,
      "total_employees": 5,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 212706941.0,
      "total_employees": 5,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 257002283.0,
      "total_employees": 4,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 327720533.0,
      "total_employees": 5,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $257,002,283 to $327,720,533 (+28%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ME."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 546,
      "fewer_than_5": false,
      "raum": 132804599.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 178432582.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 8371397.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 3030729.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5081226.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296848",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}