Course Pilot Financial LLC

Overview

Course Pilot Financial LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm focuses on discretionary portfolio management and financial planning for individuals, families and small businesses, offering fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Investment activity is concentrated in publicly traded equities, and the advisor appears to run a compact, equity-centric strategy rather than a broad multi-asset platform. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser. Given the size of the business, the operating model is consistent with a single-advisor or very small team delivering tailored planning and portfolio management to a handful of clients. The firm’s advisory activities explicitly list financial planning, portfolio management for individuals/small businesses and portfolio management for businesses or institutions, indicating both household- and institution-facing mandates within a boutique scale.

Assets & Accounts

Public Holdings

Location & Offices