NEW BALTIMORE, MICRD 340986Registration Status: ApprovedEffective since May 28, 2026Latest ADV July 17, 2026
Bay Pointe Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Baltimore, MI. Its latest Form ADV filing, dated July 17, 2026, reports $116M in regulatory assets under management, 3 employees, 1 office, and 276 accounts.
Assets Under Management
$116M
Employees
3
Offices
1 office
Total Clients
122
Primary office
NEW BALTIMORE, MI
36631 GREEN STREET, NEW BALTIMORE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
84
2
HNWI
31.1%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of July 17, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$116M
Total Accounts276
10Y AUM Change+$116M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.