Pinnacle Capital Management, Llc
- Regulatory AUM
- $300M
- Discretionary
- $241M
- Clients
- 511
- Avg AUM / client
- $588K
- Accounts
- 538
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 445 | $138M | 46.1% |
| High net worth individuals | 41 | $65.5M | 21.8% |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Investment companies | 1 | $31.1M | 10.3% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | 5 | $4.0M | 1.34% |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.5% |
| Other | 19 | $59.9M | 19.9% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kidd, Gregg, Anthony | Owner | Aug 2006 (20y) | ≈ 18.75% – 50% via Pinnacle Holding Company, Llc | |
| Fauer, Stephen, Julius | Chief Investment Officer | Oct 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pinnacle Holding Company, Llc | Owner | Jun 2006 | A | 75% or more |
| Mcclelland, Kevin Ryan | Chief Executive Officer | Jan 2022 | A | Less than 5% |
| Fkapi, Inc. | Member | Aug 2006 | B | ≈ 56.25% – 100% via Pinnacle Holding Company, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kidd, Gregg, Anthony: 25% – 50% of Pinnacle Holding Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Fkapi, Inc.: 75% – 100% of Pinnacle Holding Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Wells Fargo $102M (34% of AUM) Apr 2026
- Charles Schwab & Co. $1.4M (1% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗