Point Bridge Capital, LLC

Point Bridge Capital, LLC is a registered investment advisor founded in October 2013 by Hal A. Lambert, who serves as the Managing Member and Chief Compliance Officer. The firm offers investment advisory services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, business entities, pooled investment vehicles, and registered investment companies. Point Bridge acts as a fiduciary to its clients, providing customized investment advisory solutions through discretionary and non-discretionary services. The firm's investment approach is primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, real estate investment trusts (REITs), options contracts, and alternative investments. The firm manages $387,443,206 in client assets as of December 31, 2024, with $232,906,799 under discretionary management and $154,536,407 under non-discretionary management. Point Bridge charges advisory fees ranging from 0.30% to 1.25% annually based on factors like the complexity of services, assets managed, and client relationships. The firm does not engage in wrap fee programs and does not charge performance-based fees. Clients have investment discretion and may place reasonable restrictions on their portfolios. Point Bridge does not receive compensation for securities transactions beyond advisory fees. The firm does not have custody of client assets except in limited circumstances, and it does not sell client information. Clients receive regular account reviews and reports, and their privacy is protected through physical, procedural, and electronic security measures outlined in the firm's Privacy Policy.