# Shore Point Advisors, LLC

> 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.

- CRD: 296848
- Filed as: SHORE POINT ADVISORS, LLC
- Also doing business as: SHORE POINT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brielle, NJ
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296848
- AdvisorCensus page: https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848

## Quick answers

**How is Shore Point Advisors, LLC compensated?**
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.

**Where is Shore Point Advisors, LLC located?**
Shore Point Advisors, LLC's principal office is in Brielle, NJ, according to its Form ADV.

**Is Shore Point Advisors, LLC registered with the SEC or a state?**
Shore Point Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 296848.

**How much does Shore Point Advisors, LLC manage?**
Shore Point Advisors, LLC reports $327,720,533 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Shore Point Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Shore Point Advisors, LLC serve?**
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).

**Which custodians does Shore Point Advisors, LLC use?**
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.

**Does Shore 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 SEC record: https://adviserinfo.sec.gov/firm/summary/296848

**What changed in Shore Point Advisors, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $327,720,533
- Discretionary: $327,720,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 546 | $132,804,599 |
| High net worth individuals | 91 | $178,432,582 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $8,371,397 |
| Charitable organizations | 15 | $3,030,729 |
| Corporations or other businesses not listed above | 6 | $5,081,226 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [shorepointadvisors.com](https://shorepointadvisors.com)
- Facebook @SHOREPOINTADVISORS
- Instagram @shorepointadvisors
- LinkedIn @SHORE-POINT-ADVISORS
- YouTube @UCANWhH2FLfeu7OInHS0aGMQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,941,600 | 5 | September 1, 2021 |
| October 2022 | $162,733,253 | 5 | September 6, 2022 |
| October 2023 | $162,810,414 | 5 | July 26, 2023 |
| October 2024 | $212,706,941 | 5 | March 21, 2024 |
| October 2025 | $257,002,283 | 4 | March 18, 2025 |
| October 2026 | $327,720,533 | 5 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $257,002,283 to $327,720,533 (+28%).

### January 2026
- No longer registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shore Point Advisors, LLC (CRD 296848): Form ADV filing data as of October 2026.