# PLANPILOT, LLC

PLANPILOT, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 160319
- Type: SEC-registered investment adviser
- SEC file number: 801-73176
- Location: 223 WEST JACKSON, SUITE 800, CHICAGO, IL, 60606
- Phone: 312-973-4911
- Latest filing: 2026-02-10
- Regulatory AUM: $5.6B
- Discretionary AUM: $5.6B
- Clients: 15
- Accounts: 29

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Allen Olsen | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Jerry Robert Steinborn | MEMBER | — |
| OLSEN MARK O | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CERASANI JOHN JOSEPH | MEMBER; PARTNER | — |
| STEINBORN JERRY ROBERT | MEMBER | — |
| OLSEN MARK ALLEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160319/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160319/similar
- Related entities: https://search.stillhousedata.com/firm/160319/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160319

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.