BAY POINT ADVISORS, LLC
C25
CRD 286050·SEC 801-114858·ATLANTA, GA
AUM
$1.03B
$1B+
Est. Revenue
$10.3M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $220.0M
'21 · $272.8M
'22 · $278.5M
'23 · $355.8M
'25 · $882.1M
'26 · $1.03B
'20'26
$220.0M → $1.03B▲ +370%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 23 advisors
'26 · 29 advisors
'20'26
8 advisors → 29 advisors▲ +263%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-09-052025-09-05 · 0002081341-25-000009
2024-09-062024-09-06 · 0002015831-24-000023
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3050 PEACHTREE RDSUITE 2ATLANTA, GA 30305
Business
3050 PEACHTREE RDSUITE 2ATLANTA, GA 30305
Edgar Recent Filings
D/A2025-09-05 · 0002081341-25-000009
D/A2024-09-06 · 0002015831-24-000023