Pivot Investment Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pivot Investment Planning is a small registered investment adviser that serves individual and high-net-worth clients, offering ongoing portfolio management and the preparation of written Investment Policy Statements. The firm advises on a broad set of investment types — primarily publicly traded securities but also real estate funds, annuities, private placements and other alternative investments — and manages discretionary accounts for its clients.
The firm combines a range of analytical approaches (fundamental, quantitative, technical, charting, cyclical and modern portfolio theory) and implements both long-term and active trading strategies, including the use of short sales, margin and options. Pivot typically seeks discretionary trading authority, monitors accounts monthly, and delivers monthly custodian reports to clients.
Noteworthy for a two-advisor, recently formed firm, Pivot reports managing roughly $45.7 million in discretionary assets for a small client base and has supervised persons who are licensed insurance agents that may receive commissions for annuities and other insurance products; the brochure discloses and documents these potential conflicts of interest. The firm also discloses other non‑advisory activities by its principals (including real estate brokerage), recommends a specific custodian and may receive soft‑dollar research or services from brokers.
Client services
Expertise
Fee options
$0 - $250,000: 1.65% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable (less than 1%)
Commissions received from insurance product sales by supervised persons, not primary source of compensation
Fee-only: Asset-based portfolio management fees only, no commissions as primary source of compensation
Main office
8610 Broadway, Suite 251
San Antonio TX 78217
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert B
Series 63, Series 65
San Antonio, TX
Pivot Investment Planning, LLC
Robert Blount is a financial advisor at Pivot Investment Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of his advisory role, Blount serves as Vice President of Lake Livingston Telephone Company and is Treasurer and a board member of The Order of the Alamo, a nonprofit organization. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and written Investment Policy Statements. The firm advises on a broad range of investments and employs multiple analytical approaches, managing discretionary accounts with monthly monitoring and reporting.
Daniel B
Series 66
San Antonio, TX
Pivot Investment Planning, LLC
Daniel Blecher is a financial advisor with Pivot Investment Planning, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill from 2015 to 2024. Blecher is also a licensed insurance agent. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and written Investment Policy Statements. The firm advises on a range of investment types and employs multiple analytical approaches, managing discretionary accounts with both long-term and active trading strategies.
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