This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-02-2015
- Office Locations
- 1
Office Locations
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.
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 40 clients, or 40 clients per representative. That equates to $191.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Glacier Point Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Glacier Point Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD ALLEN SEAPY
--
- CRD
- #4311214
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,640,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,640,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Glacier Point Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.