PILLAR6 ADVISORS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 154097
- Website
- pillar6.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.86%
- Pension & Profit Sharing Plans17.02%
- Individuals8.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pillar6 Advisors, LLC operates as an independent registered investment adviser that serves both individuals and institutional clients. The firm positions itself as a capital allocator: its advisory mix blends portfolio management, financial planning and selection of third‑party managers, with a practice that includes publication and educational outreach. Fee arrangements are flexible — Pillar6 charges a percentage of assets under management and also offers hourly and fixed‑fee arrangements — allowing different engagement models for high‑net‑worth households, small businesses and institutional accounts. On the investment side, Pillar6 leans heavily on public funds for core equity and fixed‑income exposure while selectively allocating to private market vehicles. The firm does not identify as an active ESG investor. Portfolio authority is weighted toward discretionary management ($92.2M), although the adviser retains responsibility for a material non‑discretionary sleeve ($20.0M) for clients who prefer to keep final trading approval. Pillar6’s service set includes portfolio management for individuals and businesses, pension consulting services, and the use and monitoring of outside managers. That structure suggests a hybrid model: the firm runs in‑house strategies for day‑to‑day portfolio construction and uses third‑party fund managers or private placements when a specific skill set or access to alternatives is required.
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 Funds82%
- Exchange Traded Equities17%
- US Government Bonds1%
Contacts
1 of 1ROMAN POLNAR
Founder and PrincipalCRD 4305133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1160 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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