Overview
Assets Under Management: $174 million
Headquarters: DURHAM, NC
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
PINAFORE WEALTH COUNSEL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170540), PINAFORE WEALTH COUNSEL INC. is subject to fiduciary duty under federal law.
PINAFORE WEALTH COUNSEL INC. is headquartered in DURHAM, NC.
PINAFORE WEALTH COUNSEL INC. serves 49 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, PINAFORE WEALTH COUNSEL INC. offers financial planning and portfolio management for individuals. View all service details ↓
PINAFORE WEALTH COUNSEL INC. manages $174 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, PINAFORE WEALTH COUNSEL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 325
Discretionary Accounts: 302
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 170540
Filing ID: 2052890
Last Filing Date: 2026-02-11 10:08:12