Overview
Assets Under Management: $142 million
Headquarters: BELLAIRE, TX
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
PIVOT POINT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130562), PIVOT POINT ADVISORS, LLC is subject to fiduciary duty under federal law.
PIVOT POINT ADVISORS, LLC is headquartered in BELLAIRE, TX.
PIVOT POINT ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, PIVOT POINT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PIVOT POINT ADVISORS, LLC manages $142 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, PIVOT POINT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.73
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 305
Discretionary Accounts: 293
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 130562
Filing ID: 2048870
Last Filing Date: 2026-02-13 11:55:43