PILLAR FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 121880
- Registered since
- March 3, 2015
- Website
- pillar.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.88%
- Individuals27.12%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pillar Financial Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2015 and organized as a limited liability company under individual ownership. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets and fixed-fee engagements. Pillar is not positioned as a multi-state adviser or pension consultant, and it does not identify as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4GREGORY CURRY
Owner and Financial AdvisorCRD 2824530
Marlene Men
Associate, Financial AdvisorCRD 7821055
TOM WALSH
Founder and PrincipalCRD 5702009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$170M in ETFs
15%
$26.2M
84%
$144M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SMALL CAP ETF (DFAS) | Dimensional | Active | Small Blend | $20.6M | 289,825 | 12.11% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 3046 Breckenridge Ln
- Time zone
- CT (UTC-6)
- Office locations
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