Autopilot

Overview

Autopilot is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and acts as a capital allocator, retaining the ability to select and oversee third‑party managers. Its client base is primarily individual and family clients, and it charges a mix of percentage‑of‑AUM and fixed fees. Autopilot does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices