{
  "crd_number": 168071,
  "slug": "point-bridge-capital-llc-fort-worth-tx-168071",
  "primary_business_name": "POINT BRIDGE CAPITAL, LLC",
  "legal_name": "POINT BRIDGE CAPITAL, LLC",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-06-18",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 419689382.0,
  "raum_discretionary": 223588735.0,
  "raum_non_discretionary": 196100647.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 12633.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 48293992.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 236779527.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 134603230.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "TX"
  ],
  "websites": [
    "https://facebook.com/POINTBRIDGECAPITAL",
    "https://facebook.com/investpolitically",
    "https://investpolitically.com",
    "https://linkedin.com/COMPANY/POINTBRIDGE1",
    "https://pointbridgecapital.com",
    "https://starcastleventures.com",
    "https://twitter.com/MAGAindex"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168071",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071",
  "display_name": "Point Bridge Capital, LLC",
  "summary": "Point Bridge Capital, LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Point Bridge Capital, LLC (CRD 168071): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Point Bridge Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Point Bridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Point Bridge Capital, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Point Bridge Capital, LLC located?",
      "a": "Point Bridge Capital, LLC's principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "Is Point Bridge Capital, LLC registered with the SEC or a state?",
      "a": "Point Bridge Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168071."
    },
    {
      "q": "How much does Point Bridge Capital, LLC manage?",
      "a": "Point Bridge Capital, LLC reports $419,689,382 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (53% discretionary)."
    },
    {
      "q": "How have Point Bridge Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Point Bridge Capital, LLC: Regulatory assets under management: $223,157,907 in the October 2021 data and $419,689,382 in the October 2026 data, up 88%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Point Bridge Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (26); pooled investment vehicles (other than investment companies and business development companies) (9); investment companies (2)."
    },
    {
      "q": "Which custodians does Point Bridge Capital, LLC use?",
      "a": "Point Bridge Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch Professional Clearing Corp. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Point Bridge Capital, LLC report any disciplinary disclosures?",
      "a": "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/168071"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 223157907.0,
      "total_employees": 3,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 290339765.0,
      "total_employees": 2,
      "filing_date": "2022-02-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 303354065.0,
      "total_employees": 2,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 293685105.0,
      "total_employees": 2,
      "filing_date": "2024-05-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 387443206.0,
      "total_employees": 2,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 419689382.0,
      "total_employees": 2,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Advisory fees typically range from 0.30% to 1.25% annually, based on several factors, including: the complexity of the services to be provided, the level of assets to be managed and the overall relationship with the Advisor."
        ]
      }
    ],
    "quotes": [
      "Advisory fees typically range from 0.30% to 1.25% annually, based on several factors, including: the complexity of the services to be provided, the level of assets to be managed and the overall relationship with the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Merrill Lynch Professional Clearing Corp.",
      "name_as_filed": "MERRILL LYNCH PROFESSIONAL CLEARING CORP.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 236779527.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 48293992.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 134603230.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 12633.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168071",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}