# Point Bridge Capital, LLC

> 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.

- CRD: 168071
- Filed as: POINT BRIDGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168071
- AdvisorCensus page: https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071

## Quick answers

**How is Point Bridge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Point Bridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Point Bridge Capital, LLC's brochure say about its fees?**
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.

**Where is Point Bridge Capital, LLC located?**
Point Bridge Capital, LLC's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Point Bridge Capital, LLC registered with the SEC or a state?**
Point Bridge Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168071.

**How much does Point Bridge Capital, LLC manage?**
Point Bridge Capital, LLC reports $419,689,382 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (53% discretionary).

**How have Point Bridge Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Point Bridge Capital, LLC serve?**
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).

**Which custodians does Point Bridge Capital, LLC use?**
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.

**Does Point Bridge Capital, 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/168071

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Merrill Lynch Professional Clearing Corp.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $419,689,382
- Discretionary: $223,588,735
- Non-discretionary: $196,100,647

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 26 | $236,779,527 |
| Investment companies | 2 | $48,293,992 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $134,603,230 |
| Charitable organizations | Fewer than 5 | $12,633 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investpolitically.com
- pointbridgecapital.com
- starcastleventures.com
- Facebook @POINTBRIDGECAPITAL
- Facebook @investpolitically
- LinkedIn @POINTBRIDGE1
- X @MAGAindex

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,157,907 | 3 | March 9, 2021 |
| October 2022 | $290,339,765 | 2 | February 11, 2022 |
| October 2023 | $303,354,065 | 2 | September 15, 2023 |
| October 2024 | $293,685,105 | 2 | May 15, 2024 |
| October 2025 | $387,443,206 | 2 | March 12, 2025 |
| October 2026 | $419,689,382 | 2 | March 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point Bridge Capital, LLC (CRD 168071): Form ADV filing data as of October 2026.