Pilgrims Capital Advisors, Inc.

State-registered Wealth Manager · Small ($100M–$1B) CRD 121348 · SEC file 801-129119 · Grandville, MI · www.stw.adv.com

☆ Save with Pro ADV data as of Mar 20, 2026

Regulatory AUM: $295M
Discretionary: $268M
Clients: 285
Avg AUM / client: $1.0M
Accounts: 983
Employees: 7

AUM over time

$195M $295M

Oct 27, 2023 Mar 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026

Asset allocation (SMA assets by investment type)

as of Mar 20, 2026

Registered investment companies (funds/ETFs)

$186M 63%

Exchange-traded equities

$70.8M 24%

Investment-grade corporate bonds

$17.7M 6%

Cash & equivalents

$11.8M 4%

US government & agency bonds

$2.9M 1%

State & local bonds

$2.9M 1%

Non-investment-grade bonds

$2.9M 1%

Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	238	$152M	51.6%
High net worth individuals	47	$143M	48.4%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
John William Wierenga	President/Chief Compliance Officer		Jan 2002 (25y)	50% – 75%
Todd William Ackermann	Vice President/Secretary		Jun 2023 (3y)	50% – 75%
Craig Allan Ackermann	Registered representative	CFP	Jun 2023 (3y)
Jacob Benjamin Ekkens	Registered representative		Jun 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/20/2026	1.09 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services
• Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.

View current Form ADV (SEC/IAPD) ↗