Autopilot

Overview

Autopilot is an independent LLC registered as an investment adviser with the SEC in 2024. The firm serves individual and family clients as a capital allocator, providing discretionary portfolio management for individuals and small businesses and acting as a selector of outside advisers. Its ownership is listed as a mix of a domestic entity and an individual. Fees are charged both as a percentage of assets under management and through fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices