PILOT INVESTMENT SERVICES, LLC

PILOT INVESTMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 277155). Regulatory assets under management: $1.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 277155
• Type: Registered investment adviser
• Phone: 336-870-5379
• Latest filing: 2026-03-31
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search