| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Paul Gabriel Control | Owner | 25-50% | 2023 |
| Lisa Marie Gabriel Control | President / Cco | Over 75% | 2014 |
Pinafore Wealth Counsel Inc. reports $132.8 million in regulatory assets under management on its Form ADV.
Pinafore Wealth Counsel Inc. reports 2 employees.
Pinafore Wealth Counsel Inc. is based in Durham, NC and has been SEC-registered since 2024.
Pinafore Wealth Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3622 Lyckan Pkwy, Ste 3004, Durham, NC 27707 |
| Phone | 919-213-0458 |
| Fax | 877-991-2945 |
| Office hours | 9 a.m. - 5 p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $119.1M |
| Non-discretionary | $13.7M |
| Total (RAUM) | $132.8M |