RIA Intel›Advisers›Illinois›PILOT ASSET MANAGEMENT LLC

PILOT ASSET MANAGEMENT LLC

Advisory

WINNETKA, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,061
of 1,719 advisers by AUM
Average account
$271K
across 307 accounts
AUM per adviser
$83M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$83M
Discretionary %
92.3%
Clients
163
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$83M
Discretionary AUM$77M
Non-Discretionary AUM$6M
Discretionary %92.3%
Total Clients163
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

CONCORD INVESTMENT GROUP INC
CHICAGO, IL
$83M
-0.2% 1Y
GALARIA CAPITAL MANAGEMENT, LLC
$83M
0.0% 1Y
HOKIN INVESTMENT ADVISORS INC.
NORTHBROOK, IL
$83M
MCKENNA CAPITAL, INC.
WHEATON, IL
$83M
SCHAEFER WEALTH MANAGEMENT, INC.
WATERLOO, IL
$83M
MARCH CAPITAL CORP.
CHICAGO, IL
$82M

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