Pilot Capital Management, Inc.

Pilot Capital Management, Inc. (CRD# 123088) is a financial advisory firm headquartered in Hanover, PA. They manage $35,000,000 in 302 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $115,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Pilot Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James W. Balthaser
CRD#: 4088364
195 Stock St., Suite 124, Hanover, PA 17331
93
Wealthminder
score

James Balthaser (CRD# 4088364) is an Investment Advisor Representative working at Pilot Capital Management, Inc. in Hanover, PA and has over 16 years of experience in the finance industry.

2
Thomas E. Houck
CRD#: 4620004
195 Stock St., Suite 124, Hanover, PA 17331
93
Wealthminder
score

Thomas Houck (CRD# 4620004) is an Investment Advisor Representative working at Pilot Capital Management, Inc. in Hanover, PA and has over 16 years of experience in the finance industry.

3
Karl A. Lehman
CRD#: 4619999
195 Stock St., Suite 124, Hanover, PA 17331
93
Wealthminder
score

Karl Lehman (CRD# 4619999) is an Investment Advisor Representative working at Pilot Capital Management, Inc. in Hanover, PA and has over 17 years of experience in the finance industry.

4
Gregory C. Staub
CRD#: 1355080
195 Stock St., Suite 124, Hanover, PA 17331
93
Wealthminder
score

Gregory Staub (CRD# 1355080) is an Investment Advisor Representative working at Pilot Capital Management, Inc. in Hanover, PA and has over 31 years of experience in the finance industry.

5
Matthew C. Staub
CRD#: 5927776
195 Stock St., Suite 124, Hanover, PA 17331
90
Wealthminder
score

Matthew Staub (CRD# 5927776) is an Investment Advisor Representative working at Pilot Capital Management, Inc. in Hanover, PA and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.