$569.5K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2025
- Office Locations
- 1
Office Locations
-- Ashburn VA
About Pivot Capital Management, LLC
Pivot Capital Management, LLC is a Ashburn-based RIA. The firm has been operating for 0 years. Managing $569.5K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$569.5K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Kevin Allen Bernard
Chief Executive Officer
- CRD
- #6133267
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $569,496 | -- |
| Total | $569,496 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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