Pinnacle Capital Management, LLC

Pinnacle Capital Management, LLC (PCM) is an investment adviser registered with the SEC, founded in August 2006 and controlled by Pinnacle Holding Company, LLC. PCM offers investment supervisory services in various securities, including equities, corporate debt, municipal securities, and private funds, among others. The firm provides continuous advice tailored to individual client needs, managing accounts on a discretionary or non-discretionary basis. PCM may engage in margin transactions or option writing for client accounts based on risk tolerance. The firm offers portfolio management services through the PCM SMAP program, acting as a sub-advisor under Pinnacle Investments, LLC. PCM's fees are based on a percentage of assets under management, typically ranging between 0.20% and 1.00%, with no minimum account size requirement. Clients may place reasonable restrictions on investments, and PCM may recommend mutual funds or ETFs based on various criteria. PCM's investment strategies include fundamental and technical analysis, with a disciplined portfolio construction process. The firm's Chief Compliance Officer oversees adherence to a Code of Ethics, ensuring fair and ethical business conduct. Clients receive quarterly account reviews and statements, with PCM generally voting proxies on behalf of advisory clients. No disciplinary events involving PCM or its supervised persons have been reported. Supervision is conducted by Kevin McClelland, the Chief Executive Officer and Chief Compliance Officer. For more details, clients can contact PCM at (315) 234-9716 or [email protected].