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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Eagle eagleVertex optima +more
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
About Pillar Wealth LLC
Pillar Wealth provides a “Personal CFO” style advisory for business owners and other high-complexity families, integrating tax strategy, investment management, estate/insurance planning, charitable giving, business consulting, and exit planning. The team focuses on organizing and protecting assets, improving cash flow and tax efficiency, and guiding long-term legacy planning with ongoing accountability. Capacity is capped at 111 families; custody includes Altruist and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kevin Good
Managing Member
- CRD
- #7877206
- Ownership
- 25% but less than 50%
SETH CALEB SHEPHERD
Chief Compliance Officer, Managing Member
- CRD
- #6956745
- Ownership
- 25% but less than 50%
Atlas horizon
Ember atlas radial
- CRD
- #31098
- Ownership
- 39.0%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,234,746 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,234,746 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,234,746
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $437,073,244 | 22.6% |
| Equity - Exchange | $332,639,814 | 17.2% |
| Cash | $748,439,582 | 38.7% |
| U.S. Government/Agency | $191,461,288 | 9.9% |
| Other | $224,338,480 | 11.6% |
| Total | $1,933,952,408 | 100.0% |