PLANPILOT

Legal name: PLANPILOT, LLC

CRD 160319File 801-73176

APPROVED

Filing as of Feb 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$5.58B

Top 25% of cohort (national)

Discretionary AUM

$5.58B

Clients

172

29 accounts

Employees

Top 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 14, 2012
Principal office: 223 WEST JACKSON, SUITE 800, CHICAGO, IL, 60606
Phone: 312-973-4911
Website: HTTP://WWW.PLANPILOT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.58B
Discretionary AUM: $5.58B
Non-discretionary AUM: $0
Discretionary accounts: 29
Non-discretionary accounts: 0
Total accounts: 29
AUM per client: $32.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pension and profit sharing plans	172	$5.58B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Employees	14	15	increased by1
Mar 1, 2026	Clients	177	172	decreased by5
Mar 1, 2026	AUM	$3,714,161,018	$5,578,337,916	increased by$1,864,176,898
Mar 1, 2026	Accounts	22	29	increased by7
May 1, 2025 vs Oct 1, 2022	Employees	8	14	increased by6
May 1, 2025 vs Oct 1, 2022	Clients	84	177	increased by93
May 1, 2025 vs Oct 1, 2022	AUM	$1,778,694,380	$3,714,161,018	increased by$1,935,466,638
May 1, 2025 vs Oct 1, 2022	Accounts	19	22	increased by3
Apr 1, 2022	Employees	9	8	decreased by1
Apr 1, 2022	Clients	81	84	increased by3
Apr 1, 2022	AUM	$1,083,095,419	$1,778,694,380	increased by$695,598,961
Apr 1, 2022	Accounts	14	19	increased by5
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PLANPILOT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANPILOT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.