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PINAFORE WEALTH COUNSEL INC.
CRD 170540File 801-130577
APPROVED
Retail clients
Custody
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$173.6M
Bottom 25% of cohort (national)
Discretionary AUM
$161.1M
Non-discretionary $12.5M
Clients
105
325 accounts
Employees
2
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 1, 2024
- Principal office
- 3622 LYCKAN PKWY, STE 3004, DURHAM, NC, 27707
- Phone
- 919-213-0458
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.6M
- Discretionary AUM
- $161.1M
- Non-discretionary AUM
- $12.5M
- Discretionary accounts
- 302
- Non-discretionary accounts
- 23
- Total accounts
- 325
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 49 | $150.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 51 | $20.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.