PINNACLE CAPITAL MANAGEMENT, LLC

CRD 141661 · SEC 801-67143

Visit website

5845 WIDEWATERS PARKWAY, SUITE 300, EAST SYRACUSE, NY, 13057, United States

Phone

315-234-9716

Fax

315-251-0042

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.5M

Discretionary AUM

$240.6M

Team

7 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Publication of periodicalsEducational seminars403B RETIREMENT PLANS

Client types

Type	Clients	AUM
Individuals	445	$138.4M
High net worth individuals	41	$65.5M
Investment companies	1	$31.1M
Charitable organizations	5	$4.0M

States served

NY, FL

All web addresses on file

HTTP://WWW.PINNACLE-LLC.COM/PCM-ABOUT
https://cpcfs.com/

Official SEC filing: View on IAPD