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BAY POINT ADVISORS, LLC

ATLANTA, GA · CRD 286050 · IAPD ↗ · (404) 963-6031

$1.03BRegulatory AUM
29Advisory reps
29Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BAY POINT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — BAY POINT ADVISORS, LLC grew from 23 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — BAY POINT ADVISORS, LLC crossed $1B in regulatory AUM ($882.1M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2024 — BAY POINT ADVISORS, LLC reported RAUM up 38% ($515.0M -> $712.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — BAY POINT ADVISORS, LLC grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.