Firm profile

THE PILLAR STRATEGIES

FLEMINGTON, NJCRD 166641Latest ADV March 9, 2026

The Pillar Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in Flemington, NJ. Its latest Form ADV filing, dated March 9, 2026, reports $175M in regulatory assets under management, 4 employees, 3 offices, and 295 accounts.

Assets Under Management
$175M
Employees
4
Offices
3 offices
Total Clients
<5
Primary office
FLEMINGTON, NJ
31 STATE ROUTE 12, FLEMINGTON, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(908) 782-0001
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CEORoy E. Williams
CCORoy E. Williams
CIORoy E. Williams

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$175Mas of March 9, 2026
Discretionary100.0%
$175M
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$175M
Total Accounts295
10Y AUM Change+$115M (+191.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee
10Y Employee Change-2 (-33.3%)

* 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.