Shore Point Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brielle, NJ. Its latest Form ADV filing, dated March 11, 2026, reports $328M in regulatory assets under management, 5 employees, and 1,612 accounts.
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
546
2
HNWI
13.6%
91
3
Charitable
2.2%
15
4
Pension Plans
1.5%
10
5
Corporations
0.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$328Mas of March 11, 2026
Discretionary100.0%
$328M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$328M
Total Accounts1,612
10Y AUM Change+$206M (+168.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee134:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.