Pilot Capital Management Corp
RIAState Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$697K
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 107684
- Website
- www.pilotcapital.net
- Custodians
- CHARLES SCHWAB & CO., INC., UNION BANK & TRUST CO
- Fee structure
- Percentage of AUM
- Client types
- Other61.83%
- HNWI25.83%
- Charitable Organizations10.62%
- Individuals1.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pilot Capital Management Corp. is an individually owned corporate advisory firm registered in Minnesota that provides discretionary portfolio management to both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and focuses its practice on managing portfolios for small businesses, individual investors, and institutional accounts. It does not identify as an active ESG investor.
Assets & Accounts
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
- Cash & Cash Equivalents82%
- Exchange Traded Equities9%
- Public Funds/Mutual Funds8%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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