Pine Cone Capital

Overview

Pine Cone Capital LLC is a small, owner-operated wealth advisory firm that focuses on portfolio management for individuals and small businesses. The firm serves an individual and family client base and charges fees as a percentage of assets under management plus hourly fees for certain work. Pine Cone Capital reports discretionary management and does not present itself as a capital allocator or pension consultant; it is not identified as an active ESG investor nor as a multistate adviser. SEC registration year is not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives