# The Pillar Strategies

> The Pillar Strategies is an SEC-registered investment advisory firm in Flemington, NJ, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 166641
- Filed as: THE PILLAR STRATEGIES
- Legal name: Prestige Wealth Services Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Flemington, NJ
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166641
- AdvisorCensus page: https://advisorcensus.com/firm/the-pillar-strategies-flemington-nj-166641

## Quick answers

**How is The Pillar Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), The Pillar Strategies reports these compensation arrangements: a percentage of assets under its management.

**How much does The Pillar Strategies charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Pillar Strategies located?**
The Pillar Strategies' principal office is in Flemington, NJ, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is The Pillar Strategies registered with the SEC or a state?**
The Pillar Strategies is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166641.

**How much does The Pillar Strategies manage?**
The Pillar Strategies reports $175,183,757 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have The Pillar Strategies' assets and staff changed since 2021?**
In the Form ADV data for The Pillar Strategies: Regulatory assets under management: $55,480,558 in the October 2021 data and $175,183,757 in the October 2026 data, up 216%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does The Pillar Strategies use?**
The Pillar Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Pillar Strategies 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/166641

**Does The Pillar Strategies state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "The Registrant generally requires a minimum account size of $50,000 for investment management services."

**What changed in The Pillar Strategies' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $150,541,788 to $175,183,757 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: 0.5% of assets a year

> The Registrant’s annual investment management fee shall be 0.50% of the value of the client’s assets in the UMA.

- Account minimum: $50,000

> The Registrant generally requires a minimum account size of $50,000 for investment management services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $175,183,757
- Discretionary: $175,183,757
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $175,183,757 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Califon, NJ
- Millburn, NJ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $55,480,558 | 5 | September 22, 2021 |
| October 2022 | $73,836,532 | 5 | March 22, 2022 |
| October 2023 | $92,724,834 | 5 | March 15, 2023 |
| October 2024 | $133,316,000 | 4 | March 20, 2024 |
| October 2025 | $150,541,788 | 4 | March 12, 2025 |
| October 2026 | $175,183,757 | 4 | March 9, 2026 |

Regulatory assets under management: $55,480,558 in the October 2021 data and $175,183,757 in the October 2026 data, up 216%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $150,541,788 to $175,183,757 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Pillar Strategies (CRD 166641): Form ADV filing data as of October 2026.