Shore Point Advisors, Llc
- Regulatory AUM
- $328M
- Discretionary
- $328M
- Clients
- 668
- Avg AUM / client
- $491K
- Accounts
- 1,612
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 546 | $133M | 40.5% |
| High net worth individuals | 91 | $178M | 54.4% |
| Pension and profit sharing plans | 10 | $8.4M | 2.55% |
| Charitable organizations | 15 | $3.0M | 0.92% |
| Corporations and other businesses | 6 | $5.1M | 1.55% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason C Lamb | Managing Member/Chief Executive Officer/Chief Compliance Officer | Mar 2016 (10y) | 75% or more | |
| Jacob Bergen Rue | Registered representative | May 2018 (8y) | ||
| James P Fay | Registered representative | Jun 2018 (8y) | ||
| John J Scalabrini | Registered representative | Jun 2018 (8y) | ||
| Thomas M Scalabrini | Registered representative | Personal Financial Specialist | Jun 2018 (8y) | |
| Richard Scott Krug | Registered representative | Aug 2019 (7y) | ||
| Neil Jeffrey Tendler | Registered representative | Personal Financial Specialist | Feb 2025 (1y) | |
| Colin Fay | Registered representative | May 2025 (1y) | ||
| Victor A Donato | Registered representative | CFP | Sep 2025 (1y) | |
| Nicholas Robert Lanier | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $316M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗