Fee-only adviser · St. Paul, MN
Pilot Capital Management Corp
Pilot Capital Management Corp is a fee-only investment adviser registered with the securities regulator of Minnesota, with a mailing address in St. Paul, Minnesota (its office is a private residence, so the street address is not published). On its latest Form ADV, filed May 13, 2026, it reports $17M in regulatory assets under management, 13 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Minnesota |
|---|---|
| Firm CRD number | 107684 · SEC file 801-32154 |
| Office | St. Paul, MN (mailing address; office not published) |
| Phone | (612) 337-8080 |
| Website | www.pilotcapital.net |
| Regulatory assets under management | $17M |
| Individual clients | 2 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Paul
- Fiduciary Counselling Inc $10.1B
- Stonebridge Capital Advisors LLC $2.5B
- Mairs & Power $12.1B
- Greater Midwest Financial Group, LLC $589M
- Highmark Wealth Management LLC $612M
- Quarry Hill Advisors $395M
See all 12 fee-only advisers in St. Paul →
Nearby
- Roseville 1 firm
- Minneapolis 41 firms
- Mendota Heights 2 firms
- Arden Hills 2 firms
- New Brighton 1 firm
- Shoreview 2 firms
- Eagan 4 firms
- Edina 26 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Pilot Capital Management Corp? Update this listing.