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| Keyboard |
| Pinafore Wealth Counsel Inc
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|---|---|
| CRD # | 170540 |
| SEC # | 801-130577 |
| CIK # | |
| AUM | 173.6 M (2026-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 919-213-0458 |
| Address | 3622 Lyckan Pkwy Durham, NC 27707 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 20.9 |
| (b) Individuals (high net worth individuals) | 49 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 4 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 325 | 173.6 |
| By Discretionary | ||
| Discretionary | 302 | 161.1 |
| Non-Discretionary | 23 | 12.5 |
| Total | 325 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 325 | 173.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FMA Wealth Management LLC
✚
|
MA | 174.0 M |
|
Athena Wealth Management LLC
✚
|
NV | 174.0 M |
|
Levatus LLC
✚
|
MA | 173.9 M |
|
Anchor Point Financial LLC
✚
|
CA | 173.6 M |
|
Benchmark Capital Group Ltd
✚
|
IL | 173.6 M |
|
Douglass Investment Group LLC
✚
|
KS | 173.6 M |
|
Paradigm Capital Management LLC
✚
|
NV | 173.4 M |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 173.3 M |
|
Innis Investments LLC
✚
|
173.3 M | |
|
Leibman Financial Servces Inc
✚
|
NE | 173.1 M |