Pinnacle Capital Management, LLC

RIASEC RegisteredEst. 2006

Total AUM

$300M

Discretionary

$241M

80% of AUM

Avg account

$558K

Accounts

538

Employees

Advisory reps

Firm details

Headquarters: East Syracuse, New York
CRD number: 141661
Registered since: September 14, 2006
Website: www.pcm-advisors.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Individuals46.07%
HNWI21.81%
Other19.94%
Investment Companies10.35%
Charitable Organizations1.34%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pinnacle Capital Management, LLC is a fee-based investment adviser organized as an LLC and registered with the SEC since 2006. The firm operates as a non-independent retail RIA and is identified as a related adviser, serving both individual/family and institutional clients. Its advisory practice centers on discretionary portfolio management across individuals, small businesses, investment companies and institutional entities, supplemented by periodical publications and educational seminars. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser or pension consultant. The firm maintains multiple industry affiliations — including broker-dealer and insurance company connections, registration as a municipal advisor, and roles as sponsor or managing member of pooled investment vehicles — which suggests it can both place client assets with outside managers and participate in running sponsored pooled products.