Planpilot, LLC
● SEC registered since 2012CRD 160319SEC# 801-73176Chicago, IL
Reg. AUM
$5.58B
Employees
15
Accounts
29
Location
Chicago, IL
Planpilot, LLC assets under management
Planpilot, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $5.6 billion in regulatory assets under management and employs 15 people.
Planpilot, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry Robert Steinborn | Member | 10-25% | 2014 |
| Mark Allen Olsen Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Planpilot, LLC manage?
Planpilot, LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
How many employees does Planpilot, LLC have?
Planpilot, LLC reports 15 employees.
Where is Planpilot, LLC located?
Planpilot, LLC is based in Chicago, IL and has been SEC-registered since 2012.
Does Planpilot, LLC disclose fund performance?
Planpilot, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 223 West Jackson, Suite 800, Chicago, IL 60606 |
| Phone | 312-973-4911 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.58B▲ 50%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$5.58Bregulatory AUM
Discretionary $5.58B