Overview
Assets Under Management: $264 million
Headquarters: EAST SYRACUSE, NY
High-Net-Worth Clients: 28
Average Client Assets: $2 million
Frequently Asked Questions
PINNACLE CAPITAL MANAGEMENT, LLC 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 #141661), PINNACLE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PINNACLE CAPITAL MANAGEMENT, LLC is headquartered in EAST SYRACUSE, NY.
PINNACLE CAPITAL MANAGEMENT, LLC serves 28 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, PINNACLE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
PINNACLE CAPITAL MANAGEMENT, LLC manages $264 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, PINNACLE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 499
Discretionary Accounts: 480
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 141661
Filing ID: 1973885
Last Filing Date: 2025-04-01 11:30:00
Website: https://pcm-advisors.com