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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AUTOPILOT

AUTOPILOT ADVISERS, LLC, CRD 331749

NEW YORK, NY

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:6f8caec0-0cbd-a840-bb8b-e344f26d468e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: May 31, 2024 to Mar 31, 2026
9 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: $892MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $892M
Private client RAUM: $892MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $892Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 0
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 103,270
Individual clients: 102,981
High net worth clients: 289
SEC number: 801-130594
CRD: 331749
Filings on the tape: 9
First filed: May 31, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

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
EMILIANO RIOS CABAN	n/a	NEW YORK, NY	0	16	11	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
AUTOPILOT HOLDINGS CORPORATION	Member	E	yes	05/2024	May 31, 2024	Nov 27, 2024
HEATH, JOHN, HAMMOND	CHIEF COMPLIANCE OFFICER	Na	yes	05/2024	May 31, 2024	Nov 27, 2024
JOSEPHS, CHRISTOPHER, JOHN	HEAD OF GROWTH	F	yes	09/2020	May 31, 2024	Nov 27, 2024
JOSEPHS, CHRISTOPHER, JOHN	HEAD OF GROWTH	Na	yes	03/2024	May 31, 2024	Nov 27, 2024
SCHARDT, BRIAN, JULIO ALOIS	Ceo	D	yes	09/2020	May 31, 2024	Nov 27, 2024
SCHARDT, BRIAN, JULIO ALOIS	Ceo	Na	yes	03/2024	May 31, 2024	Nov 27, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Irvine	CA	United States	0	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; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$892M	$892M	15	0	1	n/a	n/a
2024	Apr 29, 2025	$462M	$462M	15	0	1	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
1	0	1	0.0%	0	0	0	1	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	$892M	$462M	93.2%	n/a	n/a	15	15	1	1

Relationships

Registered with (1)

← EMILIANO RIOS CABANAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV

Controls (4)

← HEATH, JOHN, HAMMONDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 31, 2024 to Nov 27, 2024factForm ADV
← SCHARDT, BRIAN, JULIO ALOISOwnerCEO, ownership code D, individual
May 31, 2024 to Nov 27, 2024factForm ADV
← JOSEPHS, CHRISTOPHER, JOHNOwnerHEAD OF GROWTH, ownership code F, individual
May 31, 2024 to Nov 27, 2024factForm ADV
← AUTOPILOT HOLDINGS CORPORATIONOwnerMEMBER, ownership code E, domestic entity
May 31, 2024 to Nov 27, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Autopilot reported RAUM $892.4M, up 93% from $462.0M (2026-02-04 to 2026-03-31)
Form ADVobserved 4 days ago
$430M
Occurred
Apr 29, 2025
Regulatory AUM changed
Autopilot reported RAUM $462.0M, up 45% from $319.5M (2024-11-27 to 2025-04-29)
Form ADVobserved 4 days ago
$142M
Occurred
May 31, 2024
First Form ADV filing
Autopilot filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f8caec0-0cbd-a840-bb8b-e344f26d468e
First observed: May 31, 2024
Last observed: Mar 31, 2026 5 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.

AUTOPILOT

AUTOPILOT ADVISERS, LLC, CRD 331749

NEW YORK, NY

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:6f8caec0-0cbd-a840-bb8b-e344f26d468e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EMILIANO RIOS CABAN

n/a

NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AUTOPILOT HOLDINGS CORPORATION

Member

yes

05/2024

May 31, 2024

Nov 27, 2024

HEATH, JOHN, HAMMOND

CHIEF COMPLIANCE OFFICER

yes

05/2024

May 31, 2024

Nov 27, 2024

JOSEPHS, CHRISTOPHER, JOHN

HEAD OF GROWTH

yes

09/2020

May 31, 2024

Nov 27, 2024

JOSEPHS, CHRISTOPHER, JOHN

HEAD OF GROWTH

yes

03/2024

May 31, 2024

Nov 27, 2024

SCHARDT, BRIAN, JULIO ALOIS

Ceo

yes

09/2020

May 31, 2024

Nov 27, 2024

SCHARDT, BRIAN, JULIO ALOIS

Ceo

yes

03/2024

May 31, 2024

Nov 27, 2024

City

State

Country

Employees

Also broker-dealer

Irvine

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$892M

n/a

2024

Apr 29, 2025

$462M

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

$892M

$462M

93.2%

n/a