# Bay Point Advisors, LLC

> Bay Point Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 286050
- Filed as: BAY POINT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286050
- AdvisorCensus page: https://advisorcensus.com/firm/bay-point-advisors-llc-atlanta-ga-286050

## Quick answers

**How is Bay Point Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bay Point Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bay Point Advisors, LLC located?**
Bay Point Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bay Point Advisors, LLC registered with the SEC or a state?**
Bay Point Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 286050.

**How much does Bay Point Advisors, LLC manage?**
Bay Point Advisors, LLC reports $1,034,023,470 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Bay Point Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bay Point Advisors, LLC: Regulatory assets under management: $278,521,953 in the October 2021 data and $1,034,023,470 in the October 2026 data, up 271%. Total employees: 10 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bay Point Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Bay Point Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286050

**What changed in Bay Point Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 29. Regulatory assets under management went from $882,062,391 to $1,034,023,470 (+17%). Added an office in Charlotte, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,034,023,470
- Discretionary: $1,034,023,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $1,034,023,470 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 29 total, 29 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC
- Fayetteville, GA

### Websites listed on Form ADV (Item 1.I)
- baypointadvisors.com
- baypointlegal.com
- baypointmedia.com
- shatterfirm.com
- Instagram @bay_point_media
- LinkedIn @bay-point-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $278,521,953 | 10 | March 29, 2021 |
| October 2022 | $355,828,620 | 11 | March 18, 2022 |
| October 2023 | $514,977,318 | 17 | March 24, 2023 |
| October 2024 | $712,917,990 | 22 | March 26, 2024 |
| October 2025 | $882,062,391 | 23 | March 28, 2025 |
| October 2026 | $1,034,023,470 | 29 | March 27, 2026 |

Regulatory assets under management: $278,521,953 in the October 2021 data and $1,034,023,470 in the October 2026 data, up 271%.
Total employees: 10 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 29.
- Regulatory assets under management went from $882,062,391 to $1,034,023,470 (+17%).
- Added an office in Charlotte, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bay Point Advisors, LLC (CRD 286050): Form ADV filing data as of October 2026.