Hal Lambert has been CEO, President & Chief Compliance Officer of Point Bridge Capital since October 2013, is a control person of the firm and directly owns 75% or more of it. Hal Lambert holds a BBA in Finance from The University of Texas at Austin and an MBA from Georgetown University.
Point Bridge Capital, LLC is a Fort Worth, TX firm with $420M under management, 37 clients and 1 adviser in one office, as of its March 2026 filing.
Hal Lambert is the founder of Point Bridge Capital, which he started in 2013 to provide high-net-worth individuals with customized investment management advice across all asset classes. He spent 15 years managing portfolios at Credit Suisse and J.P. Morgan, where he was a Director at Credit Suisse and headed discretionary portfolio management for the Southwest and Western regions of the United States for J.P. Morgan. Earlier he was a credit analyst in convertible bond arbitrage.
Hal Lambert’s longest registration is the current one, 13 years at Point Bridge Capital since 2013. Before joining Point Bridge Capital in 2013, Hal Lambert was registered through Credit Suisse Securities (USA) LLC.
- Point Bridge Capital, LLCCurrent– present · 13 yearsFort Worth, TX · Adviser representative · Firm CRD 168071
- Credit Suisse Securities (USA) LLC– · 8 yearsDallas, TX · Adviser representative · Firm CRD 816
Professional designations
Listed by Point Bridge Capital
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Hal Lambert is registered as an investment adviser representative in Texas, since October 2013.
- TexasSince 18 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 2017 |
| Series 7 | General Securities Representative Examination | 11 May 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Hal Allen Lambert
- CRD
- 4090327
- Firm
- Point Bridge Capital · CRD 168071
- Role
- CEO, President & Chief Compliance Officer
- Office
- 300 THROCKMORTON STREET, SUITE 1550, Fort Worth, TX 76102
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pointbridgecapital.com
Where does Hal Lambert work?
Hal Lambert has been CEO, President & Chief Compliance Officer of Point Bridge Capital, LLC since October 2013, and is a control person of the firm.
Is Hal Lambert a financial advisor?
Yes. Hal Lambert has a current investment-adviser registration in Texas, through Point Bridge Capital since October 2013.
How many years of experience does Hal Lambert have?
Hal Lambert has 21 years in the financial industry, since May 2005, across 2 adviser firms.
What exams has Hal Lambert passed?
Hal Lambert has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 2005. FINRA credited Hal Lambert with the SIE, which began in October 2018.
Where is Hal Lambert based?
Hal Lambert’s registered office is in Fort Worth, TX.
Is Hal Lambert registered with FINRA?
No. Hal Lambert has no current broker registration.
Is Hal Lambert a CFA charterholder?
Point Bridge Capital lists Hal Lambert with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Hal Lambert’s record?
Search CRD 4090327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hal Lambert’s full registration record.