# Pilot Asset Management LLC

> Pilot Asset Management LLC is a state-registered investment advisory firm in Winnetka, IL, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 148146
- Filed as: PILOT ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winnetka, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148146
- AdvisorCensus page: https://advisorcensus.com/firm/pilot-asset-management-llc-winnetka-il-148146

## Quick answers

**How is Pilot Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pilot Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pilot Asset Management LLC located?**
Pilot Asset Management LLC's principal office is in Winnetka, IL, according to its Form ADV.

**Is Pilot Asset Management LLC registered with the SEC or a state?**
Pilot Asset Management LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148146.

**How much does Pilot Asset Management LLC manage?**
Pilot Asset Management LLC reports $83,103,942 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (92% discretionary).

**What types of clients does Pilot Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (20).

**Does Pilot Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148146

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $83,103,942
- Discretionary: $76,670,561
- Non-discretionary: $6,433,381

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $32,847,658 |
| High net worth individuals | 20 | $50,256,284 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- google.com/+PILOTAM
- pilotam.com
- X @PILOTASSET

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pilot Asset Management LLC (CRD 148146): Form ADV filing data as of October 2026.