$357.9M Total AUM
$357.9M Disc. AUM
9.8% 3Y CAGR
6 Employees
210 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthWave
- Established Date
- 11-04-1997
- Office Locations
- 2
Office Locations
3046 Breckenridge Lane Suite 104 Louisville KY
-- Louisville KY
About Pillar Financial Advisors, LLC
Pillar Financial Advisors (Louisville, KY) is an RIA focused on pre-retirees and retirees, especially the 5–10 years before retirement. The firm integrates investment management with retirement income planning, tax strategy implementation, Social Security maximization, and legacy planning, taking a hands-on approach to execute the plan. Custodies primarily with Charles Schwab.
Team overview
62 AVG AGE
$89.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
11.9 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
28yrs Firm Age
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Asset Classes
Quantum Peak prime
Client Personas
Summit
Custodian
Quantum Ember horizon Wave Delta ridge Wave frontier Meridian Horizon Focus vital
Investment Themes
Timber Vertex matrix Ember fusion
Investment Vehicles
Capital catalyst Zenith
Platform
Catalyst
Services
Radial eagle Pioneer optima Oak Legacy eagle Horizon meridian Legacy Pioneer Crest Capital value Signal
Technology
Atlas prime Pioneer
Owner & Executives
GREGORY MICHAEL CURRY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2824530
- Ownership
- 50% but less than 75%
(968) 337-3827
crest.vital@northcapital.com
in linkedin.com/in/bridge-harbor
BEN DICK ALLISON JR
Financial Advisor
- CRD
- #2867393
- Ownership
- 25% but less than 50%
(473) 247-2106
signal.capital@focuscapital.com
in linkedin.com/in/pathway-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
M
Marlene Men
Financial Advisor, General Partner
- CRD
- #7821055
(846) 941-6946
oak.vital@bridgecapital.com
in linkedin.com/in/bridge-frontier
T
TOM EDWARD WALSH
Principal
- CRD
- #5702009
(669) 601-2575
beacon.ridge@momentumcapital.com
in linkedin.com/in/radial-vertex
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,868,054 | $467,801 |
| Non-Discretionary | $0 | -- |
| Total | $357,868,054 | $467,801 |
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Separately Managed Accounts
Total SMA Asset: $357,868,054
Public Funds:
41.9% Equity - Exchange:
31.9% Cash:
13.3% Corporate - Investment Grade:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,361,600,750 | 41.9% |
| Equity - Exchange | $1,036,636,371 | 31.9% |
| Cash | $432,202,625 | 13.3% |
| Corporate - Investment Grade | $419,204,049 | 12.9% |
| Total | $3,249,643,795 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH PATHWAY | CATALYST VECTOR | YRYV21S1O | ODQMD | 10.57% | $60,217,892 |
| UNISON SUMMIT RADIAL | PEAK RADIAL | LI3KMDNVI | IALX | 5.93% | $65,558,491 |
| PRIME MATRIX PIONEER | MERIDIAN BEACON | D5ZNDVF6X | HNTNP | 7.80% | $25,064,740 |
| FRONTIER OPTIMA VECTOR | FRONTIER VECTOR | JZTAH934V | NICH | 11.45% | $4,931,444 |
| GLACIER ELEMENT | BRIDGE DELTA | BPDBGTNTD | ZTXL | 3.11% | $55,734,501 |
| BRIDGE PRIME | MOMENTUM PRIME | EVQ5091T9 | FTR | 9.51% | $94,128,153 |
| SIGNAL VALUE | MOMENTUM ELEMENT | 818CEYBGY | ERM | 3.81% | $40,702,751 |
| SUMMIT MERIDIAN MERIDIAN | FOUNDATION QUANTUM | 46GWY25T1 | LLVQ | 5.21% | $50,582,668 |