PILLAR6 ADVISORS, LLC

RIASEC Registered
Total AUM
$112M
Discretionary
$92.2M
82% of AUM
Avg account
$813K
Accounts
138
Employees
2
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
154097
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC., BETTERMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.86%
  • Pension & Profit Sharing Plans17.02%
  • Individuals8.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pillar6 Advisors, LLC operates as an independent registered investment adviser that serves both individuals and institutional clients. The firm positions itself as a capital allocator: its advisory mix blends portfolio management, financial planning and selection of third‑party managers, with a practice that includes publication and educational outreach. Fee arrangements are flexible — Pillar6 charges a percentage of assets under management and also offers hourly and fixed‑fee arrangements — allowing different engagement models for high‑net‑worth households, small businesses and institutional accounts. On the investment side, Pillar6 leans heavily on public funds for core equity and fixed‑income exposure while selectively allocating to private market vehicles. The firm does not identify as an active ESG investor. Portfolio authority is weighted toward discretionary management ($92.2M), although the adviser retains responsibility for a material non‑discretionary sleeve ($20.0M) for clients who prefer to keep final trading approval. Pillar6’s service set includes portfolio management for individuals and businesses, pension consulting services, and the use and monitoring of outside managers. That structure suggests a hybrid model: the firm runs in‑house strategies for day‑to‑day portfolio construction and uses third‑party fund managers or private placements when a specific skill set or access to alternatives is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 17%, US Government Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities17%
  • US Government Bonds1%

Contacts

1 of 1
  • ROMAN POLNAR

    Founder and PrincipalCRD 4305133

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1160 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth