$300.5M Total AUM
$240.6M Disc. AUM
9.7% 3Y CAGR
7 Employees
511 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Matrix pathway
- Established Date
- 09-14-2006
- Office Locations
- 1
Office Locations
5845 Widewaters Parkway Suite 300 East Syracuse NY
About Pinnacle Capital Management, LLC
Pinnacle Capital Management (PCM) is an SEC-registered RIA founded in 2006 and based in East Syracuse, NY, serving individual and institutional investors. The firm builds and manages customized, discretionary portfolios using equities, fixed income, and alternative securities, guided by a disciplined portfolio-construction and diversification process. PCM is part of the Pinnacle Family of Companies and emphasizes direct access to its portfolio managers.
Team overview
-- AVG AGE
$42.9M AVG AUM / ADVISOR
$588.0K AVG AUM / CLIENT
17.8 yrs AVG TENURE
7 Employees
7 Advisory Reps
6 RIA Reps
19yrs Firm Age
Insights
Open the full profile to inspect shifts in vital horizon.
Upgrade to reveal position-level detail across element eagle.
Unlock to see real insight on north focus momentum.
Open the full profile to inspect shifts in north meridian.
Unlock to compare peer behavior around ember timber.
Unlock to compare peer behavior around oak summit.
Unlock to compare peer behavior around optima momentum.
See the complete signal summary connected to momentum.
Asset Classes
Radial oak Pioneer oak Foundation
Custodian
Vertex Matrix oak Optima vital Ember peak Legacy
Investment Themes
Vertex Capital matrix Catalyst
Investment Vehicles
Zenith vital Glacier vector
Services
Element vital Vector Optima catalyst Prime Momentum
Technology
Glacier element
Owner & Executives
S
STEPHEN JULIUS FAUER
Chief Investment Officer, Principal
- CRD
- --
- Ownership
- Less than 5%
(367) 803-3925
vector.horizon@peakcapital.com
in linkedin.com/in/focus-capital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,559,360 | $463,506 |
| Non-Discretionary | $59,911,691 | $3,153,247 |
| Total | $300,471,051 | $558,496 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $269,374,065
Public Funds:
17.9% Equity - Exchange:
24.4% Cash:
17.2% Corporate - Investment Grade:
23.3% U.S. Government/Agency:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $347,954,450 | 17.9% |
| Equity - Exchange | $474,306,625 | 24.4% |
| Cash | $334,347,293 | 17.2% |
| Corporate - Investment Grade | $452,923,949 | 23.3% |
| U.S. Government/Agency | $334,347,292 | 17.2% |
| Total | $1,943,879,609 | 100.0% |