Money Pilot Financial Advisor LLC

Overview

Money Pilot Financial Advisor LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based portfolio management and financial planning. The firm emphasizes equity exposure, running client portfolios primarily through exchange-traded securities and mutual funds. Its services include portfolio management for individuals and small businesses, selection of external advisers when appropriate, and educational seminars and workshops. Money Pilot acts as a capital allocator in the sense that it can place client assets into third-party managers, though its filed positions show a compact, equity-centered implementation rather than broad alternative allocations. The firm does not report an active ESG investing program and is organized to serve a limited, domestic client base rather than multi-state or institutional pension plans.

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Public Holdings

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Location & Offices