DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Pointer Capital, LLC

Former SEC-registered adviserAtlanta, GeorgiaCRD 131103SEC 801-63062IAPD
Latest filing Jun 23, 2015
First filing on the tape Mar 13, 2012 · 8 filings
RAUM
$63.8M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$63.8M as of Feb 26, 2015
Mar 13, 2012$91.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)6 as of Feb 26, 2015
Mar 13, 20120 then
Employees (5.A)7 as of Feb 26, 2015
Mar 21, 20135 then
Private funds1 as of Feb 26, 2015
Mar 13, 20122 then
RAUM -31% over the last fiscal year-11% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Jun 23, 2015; every figure names its basis
RAUM per advisor
$12.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-31%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
51reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
2 reported on Schedule D 7.B.(1)
FundTypeGross assetsOwnersFirst reported
Sapelo, LPHedge Fund$14.6M15Mar 13, 2012
Pointer Capital Metallon Fund LPno longer reportedHedge Fund$6.6M6Mar 13, 2012
Owners and control persons
Schedule A and B, latest filing
  • W Malon Courts · Manager/Chief Compliance Officercontrol
    since 03/2004 · owns less than 5%
  • W Richard Courts · Managercontrol
    since 03/2004 · owns less than 5%
  • W Richard Courts · Chairman/Ceocontrol
    since 01/1969 · owns 75% or more of Atlantic Investment Company Inc.
  • Donald Brent Cann · Secretary/Treasurer, Chief Investment Officer
    since 03/2004 · owns less than 5%
Entity owners
  • Long Pine Investors, LLC · Member
    direct · owns 75% or more
  • Atlantic Investment Company Inc. · Member
    indirect · owns 75% or more of Long Pine Investors, LLC
  • Atlantic Investment Company Inc. · Member
    indirect · owns 75% or more of Aic Sub, LLC
  • Aic Sub, LLC · Member
    direct · owns less than 5%
Related persons
Schedule D 7.A
  • Richard W Courts
    investment companyn
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Atlanta, Ga · principal000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory employees · 6 to 5
    May 4, 2015 to Jun 22, 2015
  • Employees · 7 to 6
    May 4, 2015 to Jun 22, 2015
  • State-registered IARs · 6 to 5
    May 4, 2015 to Jun 22, 2015
  • Advisory activities · 3 to 2
    Feb 26, 2015 to May 4, 2015
  • Assets in custody · 14575662.0 to unset
    Feb 26, 2015 to May 4, 2015
  • Custody of client assets · true to false
    Feb 26, 2015 to May 4, 2015
  • Private funds · 1 to unset
    Feb 26, 2015 to May 4, 2015
  • Accounts · 53 to 51
    Feb 25, 2014 to Feb 26, 2015
  • Assets in custody · $42.3M to $14.6M
    Feb 25, 2014 to Feb 26, 2015
  • Discretionary RAUM · $87.6M to $63.8M
    Feb 25, 2014 to Feb 26, 2015
  • Non-discretionary RAUM · $4.3M to $0
    Feb 25, 2014 to Feb 26, 2015
  • RAUM · $91.9M to $63.8M
    Feb 25, 2014 to Feb 26, 2015
  • Accounts · 50 to 53
    Mar 21, 2013 to Feb 25, 2014
  • Advisory employees · 5 to 6
    Mar 21, 2013 to Feb 25, 2014
  • Assets in custody · $85.0M to $42.3M
    Mar 21, 2013 to Feb 25, 2014
  • Employees · 5 to 7
    Mar 21, 2013 to Feb 25, 2014
  • State-registered IARs · 5 to 6
    Mar 21, 2013 to Feb 25, 2014
  • Private funds · 2 to 1
    Mar 21, 2013 to Feb 25, 2014
  • Discretionary RAUM · $126M to $87.6M
    Mar 21, 2013 to Feb 25, 2014
  • Non-discretionary RAUM · $0 to $4.3M
    Mar 21, 2013 to Feb 25, 2014
  • RAUM · $126M to $91.9M
    Mar 21, 2013 to Feb 25, 2014
  • Accounts · 30 to 50
    Aug 10, 2012 to Mar 21, 2013
  • Advisory employees · unset to 5.0
    Aug 10, 2012 to Mar 21, 2013
  • Assets in custody · $44.0M to $85.0M
    Aug 10, 2012 to Mar 21, 2013
  • Employees · unset to 5.0
    Aug 10, 2012 to Mar 21, 2013
  • State-registered IARs · 0 to 5
    Aug 10, 2012 to Mar 21, 2013
  • Discretionary RAUM · $91.3M to $126M
    Aug 10, 2012 to Mar 21, 2013
  • RAUM · $91.3M to $126M
    Aug 10, 2012 to Mar 21, 2013
Signals
1 dated events
  • Thomas Marion Slaton left Pointer Capital, Llc for Patton Albertson Miller Group, Llc (registered 2025-11-07)
    Jun 4, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026