PINE CONE, LLC

Overview

Pine Cone, LLC appears to operate as a small, owner-led advisory firm that focuses on financial planning and the selection of other advisers rather than broad discretionary portfolio management. Filings identify the firm as a capital allocator, which suggests its role is often to evaluate and direct client capital to third-party managers or solutions rather than building large in‑house investment sleeves. The firm’s fee model—hourly charges, fixed fees and “other” fee arrangements—reinforces a consultative, project- or engagement-based practice rather than a traditional AUM-driven advisory platform. Pine Cone, LLC is not flagged as an active ESG investor and is not registered as a multistate adviser, indicating a limited geographic footprint and no stated emphasis on environmental, social or governance integration. The firm’s regulatory classification is unclassified, and it does not identify as a pension consultant or related adviser on its filings. The primary advisory activities listed are financial planning services and the selection of other advisers, positioning Pine Cone, LLC as a strategist/selector for clients who need planning and manager-sourcing support.

Assets & Accounts

Location & Offices