Pinnacle Capital Management, LLC
Pinnacle Capital Management, LLC is an SEC-registered mass-market adviser in East Syracuse, NY with $300.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Pinnacle Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141661, SEC 801-67143, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $300.5M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- East Syracuse, NY
- Employees
- 7
- Clients
- 510
- CRD
- 141661
- Ownership
- FAUER, STEPHEN, JULIUS; PINNACLE HOLDINGS, LLC; PINNACLE HOLDING COMPANY, LLC; PICKARD, STEVEN, ROGER; UNITY MUTUAL LIFE INSURANCE COMPANY
How much AUM does Pinnacle Capital Management, LLC have?
Pinnacle Capital Management, LLC reported $300.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Pinnacle Capital Management, LLC?
Disclosed owners and executives of Pinnacle Capital Management, LLC include FAUER, STEPHEN, JULIUS, PINNACLE HOLDINGS, LLC, PINNACLE HOLDING COMPANY, LLC, PICKARD, STEVEN, ROGER, UNITY MUTUAL LIFE INSURANCE COMPANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.