POINT BRIDGE CAPITAL, LLC

CRD 168071File 801-78217

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$419.7M

Below cohort median (national)

Discretionary AUM

$223.6M

Non-discretionary $196.1M

Clients

68 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 18, 2013
Principal office: 300 THROCKMORTON STREET, SUITE 1550, FORT WORTH, TX, 76102
Phone: (817) 529- 4600
Website: https://www.facebook.com/investpolitically/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $419.7M
Discretionary AUM: $223.6M
Non-discretionary AUM: $196.1M
Discretionary accounts: 67
Non-discretionary accounts: 1
Total accounts: 68
AUM per client: $11.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	2	$48.3M
Charitable organizations	Fewer than 5	$13K
High net worth individuals	26	$236.8M
Pooled investment vehicles	9	$134.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.