EAST SYRACUSE, NYCRD 141661Latest ADV April 2, 2026
Pinnacle Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Syracuse, NY. Its latest Form ADV filing, dated April 2, 2026, reports $300M in regulatory assets under management, 7 employees, and 538 accounts.
Assets Under Management
$300M
Employees
7
Offices
--
Total Clients
511
Primary office
EAST SYRACUSE, NY
5845 WIDEWATERS PARKWAY, SUITE 300, EAST SYRACUSE, NY, United States
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
445
2
HNWI
8.0%
41
3
403B PLANS
3.7%
19
4
Charitable
1.0%
5
5
Investment Cos.
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of April 2, 2026
Discretionary80.1%
$241M
80% of total RAUM80.1%
Non-discretionary19.9%
$60M
20% of total RAUM19.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts538
10Y AUM Change+$168M (+126.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee73:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.