# Planpilot

> Planpilot is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 160319
- Filed as: PLANPILOT
- Legal name: Planpilot, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160319
- AdvisorCensus page: https://advisorcensus.com/firm/planpilot-chicago-il-160319

## Quick answers

**How is Planpilot compensated?**
On its Form ADV (Item 5.E, October 2026), Planpilot reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Planpilot located?**
Planpilot's principal office is in Chicago, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Planpilot registered with the SEC or a state?**
Planpilot is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160319.

**How much does Planpilot manage?**
Planpilot reports $5,578,337,916 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Planpilot's assets and staff changed since 2021?**
In the Form ADV data for Planpilot: Regulatory assets under management: $1,083,095,419 in the October 2021 data and $5,578,337,916 in the October 2026 data, up 415%. Total employees: 9 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Planpilot serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (172).

**Which custodians does Planpilot use?**
Planpilot's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists TIAA-CREF Trust Company, FSB as a custodian holding 10% or more of its separately managed account assets.

**Does Planpilot report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160319

**Does Planpilot state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We do not have a minimum investment amount."

**What changed in Planpilot's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $3,714,161,018 to $5,578,337,916 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: None

> We do not have a minimum investment amount.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- TIAA-CREF Trust Company, FSB

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,578,337,916
- Discretionary: $5,578,337,916
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 172 | $5,578,337,916 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 15 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, IL, IN, KY, MA, MI, MN, NE, NJ, NY, OH, PA, TX, UT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Centennial, CO

### Websites listed on Form ADV (Item 1.I)
- planpilot.com
- the403bpep.com
- Facebook @PlanPILOT-102420141573380
- LinkedIn @PLANPILOT
- X @PLAN_PILOT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,083,095,419 | 9 | August 5, 2021 |
| October 2022 | $1,778,694,380 | 8 | March 24, 2022 |
| October 2023 | $2,067,787,072 | 9 | July 23, 2023 |
| October 2024 | $3,024,000,135 | 15 | February 18, 2024 |
| October 2025 | $3,714,161,018 | 14 | June 20, 2025 |
| October 2026 | $5,578,337,916 | 15 | February 10, 2026 |

Regulatory assets under management: $1,083,095,419 in the October 2021 data and $5,578,337,916 in the October 2026 data, up 415%.
Total employees: 9 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $3,714,161,018 to $5,578,337,916 (+50%).

### February 2026
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planpilot (CRD 160319): Form ADV filing data as of October 2026.