RIA Intel›Advisers›Texas›PIVOT INVESTMENT PLANNING, LLC

PIVOT INVESTMENT PLANNING, LLC

Advisory

SAN ANTONIO, TX

Data as of Mar 28, 2025 · Source: SEC Form ADV

Rank in TX

#1,796

of 2,813 advisers by AUM

Average account

$830K

across 55 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM

$46M

Discretionary %

100%

Clients

23

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

OPPOQUEST, LLC

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HANVEY, STEPHEN JEFFREY

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$46M

+15.6% 1Y

DEVOE, TED, ROBERT

$45M

STONEWATER WEALTH MANAGEMENT, INC.

CORPUS CHRISTI, TX

$46M

-74.0% 1Y

BOSCHERT RALPH ARTHUR

WIMBERLEY, TX

$45M

FRISCO BUSINESS SOLUTIONS GROUP INC

MCKINNEY, TX

$45M

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