Pilot Retirement Advisors

Overview

Pilot Retirement Advisors is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses and on selecting third‑party advisers. The firm operates as a capital allocator: it constructs client portfolios largely by placing assets into external managers and pooled public vehicles rather than by running a high volume of in‑house proprietary strategies. Filings identify a straightforward advisory model: discretionary management on a percentage‑of‑AUM fee schedule, limited client count, and a preference for public funds and mutual funds as the primary execution vehicle. The firm is not positioned as an ESG specialist, nor is it registered as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices