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 organized as an LLC and operating since 2015. The firm is individually owned and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management and fixed fees. Pillar does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator; instead it implements client portfolios largely through public funds and third‑party alternative managers.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Gregory Curry
Owner and Financial AdvisorCRD 2824530
Marlene Men
Associate, Financial AdvisorCRD 7821055
Tom Walsh
Founder and PrincipalCRD 5702009
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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