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PINNACLE CAPITAL MANAGEMENT, LLC
CRD 141661File 801-67143
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.5M
Below cohort median (national)
Discretionary AUM
$240.6M
Non-discretionary $59.9M
Clients
492
538 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 14, 2006
- Principal office
- 5845 WIDEWATERS PARKWAY, SUITE 300, EAST SYRACUSE, NY, 13057
- Phone
- 315-234-9716
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.5M
- Discretionary AUM
- $240.6M
- Non-discretionary AUM
- $59.9M
- Discretionary accounts
- 519
- Non-discretionary accounts
- 19
- Total accounts
- 538
- AUM per client
- $611K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 1 | $31.1M |
| Charitable organizations | 5 | $4.0M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 41 | $65.5M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 445 | $138.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 511 | 492 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.