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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
About Alton Point Advisors, LLC
Alton Point Advisors, LLC is an independently owned registered investment adviser in Westminster, Maryland providing financial planning and discretionary portfolio management, including insurance and life insurance planning. The firm emphasizes asset allocation and risk management, investing primarily via public funds, mutual funds, ETFs and fixed income (with some real estate exposure), and operates on platforms including Charles Schwab & Co. and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $340.1K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SHAUN MICHAEL BLAKESLEE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5162145
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,842,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,842,364 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Alton Point Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.