Pinnacle Investments, LLC is a financial advisory firm based in East Syracuse, New York. It currently has approximately $844,112,886 of assets under management and employs about 61 people. Pinnacle Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and educational workshops.

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].

BPC Advisors LLC is a registered investment advisor based in New York, established in March 2016 by Douglas R. Burns Jr., CFA, and Geoffrey A. Wells, II. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and institutions. Services include wealth management and investment management on a discretionary and non-discretionary basis. The firm's investment strategy focuses on asset allocation and creating diversified portfolios using various asset classes. BPC Advisors primarily uses exchange-traded funds and market-tracking mutual funds. The firm charges investment advisory fees based on a tiered schedule, with an annual rate ranging from 0.40% to 0.90% based on assets under management. Financial planning services are also offered at a rate of $250 per hour. Clients' assets are held at a designated custodian, and the firm does not accept or maintain custody of client funds. BPC Advisors does not charge performance-based fees and does not engage in soft dollar programs. The firm has no disciplinary events and does not receive compensation for securities transactions. Clients have the option to grant investment discretion to the firm, and BPC Advisors does not accept proxy-voting responsibility for clients. The firm's privacy policy ensures the protection and confidentiality of clients' personal information.