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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-24-2020
- Office Locations
- 1
Office Locations
About Pilot Retirement Advisors
Pilot Retirement Advisors (The Pilot’s Advisor) provides financial and retirement planning for airline pilots, focusing on 401(k) strategy, IRAs, retirement tax planning, and long-term care needs. Portfolios follow a “Free Market Investment Strategy” grounded in Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Method, using globally diversified allocations. The firm also offers a “Portfolio MRI” to reduce mutual fund overlap and runs The Pilot’s Advisor Podcast and companion books.
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Owner & Executives
Elizabeth Margaret McGill
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #7221213
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PATRICK ROBERT MCGILL
Managing Director
- CRD
- #6313505
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,223,346 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,223,346 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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