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POINT BRIDGE CAPITAL, LLC
CRD 168071File 801-78217
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$419.7M
Below cohort median (national)
Discretionary AUM
$223.6M
Non-discretionary $196.1M
Clients
37
68 accounts
Employees
2
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 33 | 37 | increased by4 |
| Apr 1, 2026 | AUM | $387,443,206 | $419,689,382 | increased by$32,246,176 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 33 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,339,765 | $387,443,206 | increased by$97,103,441 |
| Mar 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Mar 1, 2022 | Clients | 21 | 26 | increased by5 |
| Mar 1, 2022 | AUM | $223,157,907 | $290,339,765 | increased by$67,181,858 |
| Mar 1, 2022 | Accounts | 79 | 68 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POINT BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POINT BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.