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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2018
- Office Locations
- 2
Office Locations
About Shore Point Advisors, LLC
Shore Point Advisors is an independent, fiduciary RIA in Brielle, NJ providing goal-based financial planning and investor coaching for individuals and families. The firm builds long-term portfolios grounded in efficient markets, modern portfolio theory, and a five-factor model, using asset-class/structured funds for globally diversified equity and fixed income exposure while avoiding stock picking and market timing. Client assets are custodied at Charles Schwab, and clients receive MoneyGuidePro access.
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Owner & Executives
JASON C LAMB
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5746696
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VICTOR A DONATO
--
- CRD
- #2683283
Colin Fay
--
- CRD
- #8086026
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,720,533 | $203,301 |
| Non-Discretionary | $0 | -- |
| Total | $327,720,533 | $203,301 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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