CRD: 129387
Pine Cone Capital
Centennial, CO
3032908699
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2004
- Office Locations
- 1
Office Locations
-- Centennial CO
About Pine Cone Capital
Pine Cone Capital is a Centennial-based RIA. The firm has been operating for 22 years. Managing $18.4M in total assets under management, They custody assets with Charles Schwab & Company and Prudential. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$177.2K AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
22yrs Firm Age
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Asset Classes
Peak timber
Client Personas
Ember quantum Catalyst peak
Investment Themes
Summit Matrix Glacier Vertex capital
Investment Vehicles
Zenith timber
Services
Matrix Delta pioneer Glacier meridian Insight Radial harbor
Owner & Executives
R
ROGER EDWIN CLENDENNING
President
- CRD
- #3273965
- Ownership
- 75% or more
(799) 547-5291
oak.momentum@northcapital.com
in linkedin.com/in/vector-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,425,105 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,425,105 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,425,105
Equity - Exchange:
24.2% Public Funds:
32.9% Cash:
10.2% U.S. Government/Agency:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,739,924,818 | 24.2% |
| Public Funds | $2,365,434,980 | 32.9% |
| Cash | $733,356,742 | 10.2% |
| U.S. Government/Agency | $2,351,055,436 | 32.7% |
| Total | $7,189,771,976 | 100.0% |