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PINNACLE STREAM CAPITAL LLC

Advisory

TX

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in TX
#2,466
of 2,813 advisers by AUM
Average account
$867K
across 7 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
7
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

MONTLAKE CAPITAL MANAGEMENT, LLC
$6M
SERENDIB CAPITAL MANAGEMENT LLC
$6M
CYPRESS LANE ADVISORS LLC
$6M
KINGSBURY FINANCIAL MANAGEMENT, INC.
$6M
PANTHER CAPITAL GROUP, LLC
FT. WORTH, TX
$6M
+22.0% 1Y
TIGRIS CONSULTING LLC
$6M
+6.1% 1Y

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