PINNACLE CAPITAL ADVISORS

Overview

Pinnacle Capital Advisors is a privately held limited liability company run by an individual owner that functions more as a capital allocator and intermediary than as a large discretionary money manager. The firm combines broker-dealer, commodity pool operator/commodity trading advisor (CPO/CTA) and insurance broker activities with advisory services focused on financial planning and the selection of third‑party advisers. Its stated fee model includes fixed fees and other fee arrangements rather than a standard percentage-of-assets advisory fee. Investment activity centers on using external managers and packaged funds rather than building extensive in‑house active equity sleeves. The firm reports it is not an active ESG investor, and it is not classified as a multi‑state registered adviser. Pinnacle’s profile and service mix point to a model built around sourcing and allocating clients into manager‑led strategies, insurance solutions and alternative investments, and overseeing relationships with sub‑advisers.

Assets & Accounts

Investments & Alternatives

Location & Offices