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 registered investment adviser that has been SEC-registered since 2015. The firm operates as a limited liability company and serves primarily individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. Pillar does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Tom Walsh
Founder and PrincipalCRD 5702009
Gregory Curry
Founder and Financial PlannerCRD 2824530
Ben Allison
Partner and Financial AdvisorCRD 2867393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$190M in ETFs
14%
$27.4M
86%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SMALL CAP ETF (DFAS) | Dimensional | Active | Small Blend | $23.9M | 289,794 | 12.55% |
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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