$173.6M Total AUM
$161.1M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2014
- Office Locations
- 2
Office Locations
3622 Lyckan Pkwy STE 3004 Durham NC
3801 PGA Blvd Suite 600 Palm Beach Gardens FL
About Pinafore Wealth Counsel Inc.
Pinafore Wealth Counsel is a boutique RIA serving individuals and families with highly customized, planning-led wealth management. The firm emphasizes tailored portfolio construction rather than model allocations, integrating financial, tax, estate, insurance and charitable planning as needed. Portfolios commonly incorporate ETFs and public funds, and the firm custodies with Charles Schwab.
Team overview
47 AVG AGE
$86.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
LISA MARIE GABRIEL
Chief Compliance Officer, President
- CRD
- #1528723
- Ownership
- 75% or more
Available
Available
Available
BYRON PAUL GABRIEL
Financial Advisor
- CRD
- #1262941
- Ownership
- 25% but less than 50%
Available
Available
Available
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LISAMARIE LOZON
Partner
- CRD
- #2915086
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,058,468 | $533,306 |
| Non-Discretionary | $12,522,300 | $544,448 |
| Total | $173,580,768 | $534,095 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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