CRD: 168071
Point Bridge Capital, LLC
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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-18-2013
- Office Locations
- 1
Office Locations
About Point Bridge Capital, LLC
Point Bridge Capital is a Fort Worth, TX fee-only SEC-registered RIA (founded 2013) providing customized investment management across asset classes for entrepreneurs, family offices, foundations, nonprofits, and high-net-worth individuals. The firm also offers independent custody and trust services and, via its Dynasty Financial Partners partnership, leverages Pershing/Envestnet and iCapital access to broaden product and alternative investment options.
Reported data analysis
What the numbers show
Between August 6, 2025 and March 26, 2026, reported AUM increased 8.3%, from $387.4M to $419.7M.
Across 5 reported observations, AUM increased 44.6% between October 5, 2022 and March 26, 2026, from $290.3M to $419.7M.
Of the latest reported AUM, 53.3% is discretionary and 46.7% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $11.3M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
HAL ALLEN LAMBERT
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4090327
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,588,735 | $3,337,145 |
| Non-Discretionary | $196,100,647 | $196,100,647 |
| Total | $419,689,382 | $6,171,903 |
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Separately Managed Accounts
SMA allocation detail is available
Point Bridge Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.