Pilot Capital Management Corp
Firm details
- Headquarters
- ,
- CRD number
- 107684
- Website
- www.pilotcapital.net
- Custodians
- CHARLES SCHWAB & CO., INC., UNION BANK & TRUST CO
- Fee structure
- Percentage of AUM
- Client types
- Other61.83%
- HNWI25.83%
- Charitable Organizations10.62%
- Individuals1.73%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pilot Capital Management Corp is a small, privately owned advisory firm that manages portfolios for both individual/family clients and business or institutional accounts. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than consulting or pension-sponsor services. It does not market itself as an ESG investor and is not organized as a multi-state adviser. Service offerings are centered on portfolio management for individuals, small businesses, and other institutions. Ownership is held by an individual rather than a larger corporate parent or related-adviser structure.
Assets & Accounts
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
- Cash & Cash Equivalents82%
- Exchange Traded Equities9%
- Public Funds/Mutual Funds8%
- US Government Bonds1%
Contacts
1 of 1
Dean Cummings
PresidentCRD 4774436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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