Pinnacle Capital Management, LLC
● SEC registered since 2006CRD 141661SEC# 801-67143East Syracuse, NY
Reg. AUM
$300.5M
Employees
7
Accounts
538
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 $300.5 million in regulatory assets under management and employs 7 people.
Pinnacle Capital Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Ryan McClelland Control | Chief Executive Officer | Under 5% | 2022 |
| Kevin Ryan McClelland Control | Chief Compliance Officer | Under 5% | 2013 |
| Pinnacle Holding Company, LLC Control | Owner | Over 75% | 2006 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Capital Management, LLC manage?
Pinnacle Capital Management, LLC reports $300.5 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Capital Management, LLC have?
Pinnacle Capital Management, LLC reports 7 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
| Address | 5845 Widewaters Parkway, Suite 300, East Syracuse, NY 13057 |
| Phone | 315-234-9716 |
| Fax | 315-251-0042 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.5M▲ 14%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$300.5Mregulatory AUM
Discretionary $240.6MNon-discretionary $59.9M