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| Keyboard |
| Pilgrims Capital Advisors Inc
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|---|---|
| CRD # | 121348 |
| SEC # | 801-129119 |
| CIK # | |
| AUM | 294.9 M (2026-03-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 616-878-4200 |
| Address | 3411 Wilson Avenue SW Grandville, MI 49418 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 152.3 |
| (b) Individuals (high net worth individuals) | 47 | 142.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 983 | 294.9 |
| By Discretionary | ||
| Discretionary | 978 | 268.1 |
| Non-Discretionary | 5 | 26.7 |
| Total | 983 | 294.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.9 | |
| Total | 983 | 294.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 12 |
| Serves | Institutional, Retail |
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|---|---|---|
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Square Advisors LLC
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|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
Douglas Capital Management Inc
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|
Marmo Financial Group LLC
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|
Carpenter Claydon Advisors Inc
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|
Madison Park Capital Advisors LLC
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|
Wall Capital Group Inc
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|
AZ | 294.7 M |
|
Bright Futures Wealth Management LLC
✚
|
NY | 294.5 M |
|
Estate Management Counselors LLC
✚
|
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