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PIVOT POINT ADVISORS, LLC

B59
CRD 130562·SEC 801-129978·BELLAIRE, TX
AUM
$141.7M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$425K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PIVOT POINT ADVISORS, LLC
CRD
130562
SEC file #
801-129978
EIN
—
DBA names
—

Economics

AUM
$141.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$131.1M → $141.7M▲ +8%
Client mix
Individuals Other63
Individuals High Net Worth27

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BELLAIRE TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
linkedin.com/company/pivot-point-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREMM, MARTIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GREMM, MARTIN
SCHINDLER, MARC, BENJAMIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pivotpoint.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4783786
Trust Company Affiliate
No

People (2)

2
GREMM, MARTIN
IAR · Direct Owner · 62.5%
4783786
SCHINDLER, MARC, BENJAMIN
IAR · Direct Owner · 62.5%
1830780