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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-20-2004
- Office Locations
- 1
Office Locations
About Pivot Point Advisors, LLC
Pivot Point Advisors, LLC (Bellaire, TX) provides portfolio management and financial planning built around rigorously tested, rules-based strategies using objectively measurable data. The firm emphasizes diversified asset allocation and risk control when markets are stressed, often implemented with ETFs and public funds. Serves retail and institutional clients and custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between March 24, 2025 and February 13, 2026, reported AUM increased 8.1%, from $131.1M to $141.7M.
Across 3 reported observations, AUM increased 17.4% between March 25, 2024 and February 13, 2026, from $120.6M to $141.7M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 2 advisory representatives and 94 clients, or 47 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pivot Point Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARTIN GREMM
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4783786
- Ownership
- 50% but less than 75%
MARC BENJAMIN SCHINDLER
Advisor, COMPLIANCE OFFICER
- CRD
- #1830780
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,771,652 | $473,623 |
| Non-Discretionary | $2,900,100 | $241,675 |
| Total | $141,671,752 | $464,498 |
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Separately Managed Accounts
SMA allocation detail is available
Pivot Point Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.