Pine Cone Capital
RIAState Registered
Total AUM
$18.4M
Discretionary
$18.4M
100% of AUM
Avg account
$354K
Accounts
52
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129387
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI54.71%
- Individuals45.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pine Cone Capital is an independent, Colorado-registered LLC that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm is owner-operated and bills clients through a mix of percentage-of-assets and hourly fees. Services focus on individualized wealth management rather than pooled capital raising or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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