AUMdb
P1

Point 16 Capital, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 286414 · Dallas, TX
☆ Save with Pro ADV data as of Feb 11, 2019
Regulatory AUM
$1.6M
Discretionary
$1.6M
Clients
6
Avg AUM / client
$263K
Accounts
10
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $380K 24.1%
High net worth individuals Fewer than 5 clients $1.2M 75.9%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christopher David Barton Registered representative Feb 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/11/2019 964 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2019.

View current Form ADV (SEC/IAPD) ↗