$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-02-2015
- Office Locations
- 1
Office Locations
2522 Chambers Road Suite 206 Tustin CA
About Glacier Point Advisors, LLC
Glacier Point Advisors, LLC is a Tustin, CA RIA led by founder Richard Seapy. The firm provides portfolio management, asset allocation, and portfolio construction for individuals and trusts, primarily using ETF-based models alongside mutual funds and cash sleeves. Seapy’s background includes managed futures/CTA work and Pacific Stock Exchange market making—relevant for risk-aware portfolio oversight. Custody via Altruist and Interactive Brokers.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$191.0K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vector atlas Summit vertex Vital momentum Foundation
Investment Themes
Eagle focus
Investment Vehicles
Delta
Services
Zenith
Owner & Executives
R
RICHARD ALLEN SEAPY
--
- CRD
- #4311214
- Ownership
- 75% or more
(738) 847-4929
eagle.unison@primecapital.com
in linkedin.com/in/value-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,640,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,640,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,640,000
Equity - Exchange:
53.4% Cash:
35.2% Public Funds:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $198,387,525 | 53.4% |
| Cash | $130,772,301 | 35.2% |
| Public Funds | $42,352,393 | 11.4% |
| Total | $371,512,219 | 100.0% |