PIVOT POINT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.7M |
| Discretionary | $138.8M98% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 305 |
| Avg Account Size | $464K |
| Employees | 3 |
| Peak AUM | $141.7MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +8.1% | +8.8% | — | |
| Discretionary AUM | $139M | ||||
Key Metrics
| Total AUM | $141.7M |
| Discretionary | $138.8M |
| Employees | 3 |
| Client Accounts | 305 |
| Client Range | 1-10 |
Contact & Location
Address
5959 WEST LOOP SOUTH
BELLAIRE TX 77401
Phone
713-715-7000
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$139M
98.0% of AUM
Non-Discretionary
$3M
2.0% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported