Pinafore Wealth Counsel Inc.
● SEC registered since 2024CRD 170540SEC# 801-130577Durham, NC
Reg. AUM
$173.6M
Employees
2
Accounts
325
Location
Durham, NC
Pinafore Wealth Counsel Inc. assets under management
Pinafore Wealth Counsel Inc. is an SEC-registered investment adviser based in Durham, NC. The firm has been registered since 2024. It reports $173.6 million in regulatory assets under management and employs 2 people.
Pinafore Wealth Counsel Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Paul Gabriel Control | Shareholder | 25-50% | 2023 |
| Lisa Marie Gabriel Control | President / Cco | Over 75% | 2014 |
Frequently asked questions
How much does Pinafore Wealth Counsel Inc. manage?
Pinafore Wealth Counsel Inc. reports $173.6 million in regulatory assets under management on its Form ADV.
How many employees does Pinafore Wealth Counsel Inc. have?
Pinafore Wealth Counsel Inc. reports 2 employees.
Where is Pinafore Wealth Counsel Inc. located?
Pinafore Wealth Counsel Inc. is based in Durham, NC and has been SEC-registered since 2024.
Does Pinafore Wealth Counsel Inc. disclose fund performance?
Pinafore Wealth Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$173.6M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$173.6Mregulatory AUM
Discretionary $161.1MNon-discretionary $12.5M