Planpilot is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 10, 2026, reports $5.6B in regulatory assets under management, 15 employees, 9 offices, and 29 accounts.
Assets Under Management
$5.6B
Employees
15
Offices
9 offices
Total Clients
172
Primary office
CHICAGO, IL
223 WEST JACKSON, SUITE 800, CHICAGO, IL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
172
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of February 10, 2026
Discretionary100.0%
$5.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts29
10Y AUM Change+$5.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee11:1
10Y Employee Change+9 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.