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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PILLAR FINANCIAL ADVISORS, LLC

CRD 121880

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ad60dd5-ced7-7b19-a097-89fd6148da87

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 29, 2012 to Jul 16, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $358MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $358M
Private client RAUM: $358MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $89.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 765
Individual clients: 151
High net worth clients: 59
Custody, client assets: $178M
SEC number: 801-81053
CIK: 2054958
CRD: 121880
Filings on the tape: 40
First filed: Feb 29, 2012
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, KY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY MICHAEL CURRY	Personal Financial Specialist\|Chartered Financial Analyst	LOUISVILLE, KY	28	29	n/a	no
BEN DICK ALLISON	Chartered Financial Analyst	LOUISVILLE, KY	13	29	n/a	no
TOM EDWARD WALSH	Chartered Financial Analyst	Louisville, KY \| LOUISVILLE, KY	3	17	1	no
Marlene Men	Certified Financial Planner	LOUISVILLE, KY	2	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLISON, BEN, DICK	Member	C	yes	01/2017	Oct 16, 2018	Mar 12, 2024
CURRY, GREGORY, MICHAEL	MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	11/1997	Feb 29, 2012	Mar 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$358M	$358M	6	4	1	n/a	n/a
2024	Mar 3, 2025	$314M	$314M	6	3	1	n/a	n/a
2023	Mar 11, 2024	$294M	$294M	6	5	1	n/a	n/a
2022	Mar 26, 2023	$229M	$229M	5	3	1	n/a	n/a
2021	Mar 17, 2022	$264M	$264M	4	3	1	n/a	n/a
2020	Mar 11, 2021	$209M	$209M	5	3	1	n/a	n/a
2019	Feb 20, 2020	$193M	$193M	5	3	1	n/a	n/a
2018	Mar 4, 2019	$155M	$155M	3	2	0	n/a	n/a
2017	Mar 20, 2018	$163M	$157M	3	2	0	n/a	n/a
2016	Mar 7, 2017	$132M	$124M	3	2	n/a	n/a	n/a
2015	Mar 23, 2016	$109M	$109M	3	2	n/a	n/a	n/a
2011	Feb 29, 2012	$64.5M	$63.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$358M	$314M	14.0%	$229M	16.0%	6	6	1	1

Relationships

Registered with (5)

← Marlene MenAdvisorregistration: current employment
Nov 4, 2023 to presentfactForm ADV
← TOM EDWARD WALSHAdvisorregistration: current employment
Mar 9, 2023 to presentfactForm ADV
← BEN DICK ALLISONAdvisorregistration: current employment
May 14, 2013 to presentfactForm ADV
← GREGORY MICHAEL CURRYAdvisorregistration: current employment
Nov 4, 1997 to presentfactForm ADV
← CHRYSANTHA SOPHIA CLARKAdvisorregistration: previous registration
Sep 23, 2019 to Jul 15, 2022factForm ADV

Controls (2)

← CURRY, GREGORY, MICHAELOwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 29, 2012 to Mar 12, 2024factForm ADV
← ALLISON, BEN, DICKOwnerMEMBER, ownership code C, individual
Oct 16, 2018 to Mar 12, 2024factForm ADV

Dated events

Occurred
Jul 15, 2022
Advisor changed firm
Chrysantha Sophia Clark left Pillar Financial Advisors, Llc for Chrys Financial Planning, Llc (registered 2022-07-12)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2015
First Form ADV filing
Pillar Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ad60dd5-ced7-7b19-a097-89fd6148da87
First observed: Feb 29, 2012
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PILLAR FINANCIAL ADVISORS, LLC

CRD 121880

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ad60dd5-ced7-7b19-a097-89fd6148da87

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY MICHAEL CURRY

Personal Financial Specialist|Chartered Financial Analyst

LOUISVILLE, KY

n/a

BEN DICK ALLISON

Chartered Financial Analyst

LOUISVILLE, KY

n/a

TOM EDWARD WALSH

Chartered Financial Analyst

Louisville, KY | LOUISVILLE, KY

Marlene Men

Certified Financial Planner

LOUISVILLE, KY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLISON, BEN, DICK

Member

yes

01/2017

Oct 16, 2018

Mar 12, 2024

CURRY, GREGORY, MICHAEL

MEMBER, CHIEF COMPLIANCE OFFICER

yes

11/1997

Feb 29, 2012

Mar 12, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$358M

n/a

2024

Mar 3, 2025

$314M

n/a

2023

Mar 11, 2024

$294M

n/a

2022

Mar 26, 2023

$229M

n/a

2021

Mar 17, 2022

$264M

n/a

2020

Mar 11, 2021

$209M

n/a

2019

Feb 20, 2020

$193M

n/a

2018

Mar 4, 2019

$155M

n/a

2017

Mar 20, 2018

$163M

$157M

n/a

2016

Mar 7, 2017

$132M

$124M

n/a

2015

Mar 23, 2016

$109M

n/a

2011

Feb 29, 2012

$64.5M

$63.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$358M

$314M

14.0%

$229M

16.0%