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PILLAR FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · CRD 121880 · IAPD ↗ · 502-384-3890

$357.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — PILLAR FINANCIAL ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — PILLAR FINANCIAL ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — PILLAR FINANCIAL ADVISORS, LLC reported RAUM up 28% ($229.1M -> $293.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PILLAR FINANCIAL ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.