A complete list of active advisors currently associated with Pivot Capital Management, LLC
Warmer can help you find a great advisor at Pivot Capital Management, LLC or one who fits your needs even better.
Pivot Capital Management, LLC provides portfolio management and financial planning to individuals, charitable organizations, and businesses, operating as a solo adviser with approximately $556,000 in assets under management as of December 31, 2025. Like many independent firms, it charges percentage-of-AUM advisory fees and offers both discretionary and non-discretionary account management. The firm tailors investment strategies to each client’s suitability information, monitoring portfolios and recommending rebalances as circumstances change, and employs a range of methods that include technical and fundamental analysis, modern portfolio theory, and both long- and short-term trading. Its investment universe is broad for a firm of its size, encompassing equities, bonds, mutual funds and ETFs, options, structured products, publicly traded REITs and digital assets, and it uses custodial cash sweep options for short-term cash management. What is distinctive is the principal’s breadth of outside professional activities: the principal is a licensed CPA who owns an affiliated accounting and consulting business, is employed full‑time at a public accounting firm, holds insurance producer licenses with appointments at Equitable Financial, MassMutual and New York Life, and is an affiliated real estate referral agent. The brochure discloses these affiliations, the approximate time devoted to them and the resulting potential conflicts of interest, and states the firm addresses those conflicts through disclosure and by making use of affiliated services optional for clients.
To learn more about the advisors currently working at Pivot Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ashburn, VA
| 10
|
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