Alton Point Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,842,364
Total clients
26
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$340,091
About
Alton Point Advisors provides discretionary asset management and financial planning services primarily to individual clients. The firm offers ongoing portfolio management, customized financial plans (including hourly planning engagements), and reports roughly $8.84 million in discretionary assets under management across about 26 client relationships, with no stated account minimum.
Investment programs are tailored to clients’ goals, time horizons and risk tolerances and the firm uses a mix of fundamental, technical, charting and cyclical analysis across long‑ and short‑term strategies. The brochure discloses the use of options and other derivatives — including option writing (covered, uncovered and spreads) and derivative exposure in separately managed accounts — a practice the firm notes and that is relatively uncommon among similar independent advisers.
The firm’s principal serves as the investment adviser representative and compliance officer and maintains outside business activities as a licensed insurance agent (earning commissions) and as operator of a separate broadcast/consulting entity. Those outside activities and the firm’s receipt of certain custodian-related benefits are disclosed in the brochure and accompanied by policies (trade reviews, disclosures, and written authorizations) intended to address related conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Options & derivatives strategies
Fee options
$0 - $500,000: 1.00% annually $500,000.01 - $750,000: 0.90% annually $750,000.01 - $1,000,000: 0.80% annually $1,000,000.01 - $1,250,000: 0.70% annually $1,250,000.01 - $1,500,000: 0.60% annually $1,500,000.01+: 0.50% annually
$150 per hour
Main office location
Alton Point Advisors, LLC
Westminster MD, United States
Number of offices
1
Most active in
Alton Point Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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