Pinafore Wealth Counsel Inc.
Pinafore Wealth Counsel Inc. is an SEC-registered wealth manager in Durham, NC with $173.6M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Pinafore Wealth Counsel Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170540, SEC 801-130577, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $173.6M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Durham, NC
- Employees
- 2
- Clients
- 105
- CRD
- 170540
- Ownership
- GABRIEL, LISA, MARIE; GABRIEL, BYRON, PAUL
How much AUM does Pinafore Wealth Counsel Inc. have?
Pinafore Wealth Counsel Inc. reported $173.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Pinafore Wealth Counsel Inc.?
Disclosed owners and executives of Pinafore Wealth Counsel Inc. include GABRIEL, LISA, MARIE, GABRIEL, BYRON, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.