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SHORE POINT ADVISORS, LLC
CRD 296848File 801-120441
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$327.7M
Below cohort median (national)
Discretionary AUM
$327.7M
Clients
668
1,612 accounts
Employees
5
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 5, 2021
- Principal office
- 402 HIGGINS AVE, BRIELLE, NJ, 08730
- Phone
- 732-876-3777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.7M
- Discretionary AUM
- $327.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,612
- Non-discretionary accounts
- 0
- Total accounts
- 1,612
- AUM per client
- $491K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $5.1M |
| Charitable organizations | 15 | $3.0M |
| High net worth individuals | 91 | $178.4M |
| Pension and profit sharing plans | 10 | $8.4M |
| Individuals (other than high net worth individuals) | 546 | $132.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 648 | 668 | increased by20 |
| Apr 1, 2026 | AUM | $257,002,283 | $327,720,533 | increased by$70,718,250 |
| Apr 1, 2026 | Accounts | 1,512 | 1,612 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 653 | 648 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $162,733,253 | $257,002,283 | increased by$94,269,030 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,197 | 1,512 | increased by315 |
| Apr 1, 2022 | Clients | 911 | 653 | decreased by258 |
| Apr 1, 2022 | AUM | $121,941,600 | $162,733,253 | increased by$40,791,653 |
| Apr 1, 2022 | Accounts | 1,225 | 1,197 | decreased by28 |
| Nov 1, 2021 | Custody | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SHORE POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHORE POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.