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Pinnacle Capital Management, LLC

● SEC registered since 2006CRD 141661SEC# 801-67143East Syracuse, NY
Export (members)
Reg. AUM
$263.5M
Employees
6
Accounts
499
Location
East Syracuse, NY

Pinnacle Capital Management, LLC assets under management

Pinnacle Capital Management, LLC is an investment advisory firm registered with the SEC based in East Syracuse, NY. The firm has been registered since 2006. It reports $263.5 million in regulatory assets under management and employs 6 people.

Pinnacle Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Kevin Ryan McClelland ControlChief Executive OfficerUnder 5%2022
Kevin Ryan McClelland ControlChief Compliance OfficerUnder 5%2013
Pinnacle Holding Company, LLC ControlOwnerOver 75%2006
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Frequently asked questions

How much does Pinnacle Capital Management, LLC manage?

Pinnacle Capital Management, LLC reports $263.5 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Capital Management, LLC have?

Pinnacle Capital Management, LLC reports 6 employees.

Where is Pinnacle Capital Management, LLC located?

Pinnacle Capital Management, LLC is based in East Syracuse, NY and has been SEC-registered since 2006.

Does Pinnacle Capital Management, LLC disclose fund performance?

Pinnacle Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5845 Widewaters Parkway, Suite 300, East Syracuse, NY 13057
Phone315-234-9716
Fax315-251-0042
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.2M
Non-discretionary$55.3M
Total (RAUM)$263.5M