PINAFORE WEALTH COUNSEL INC.

PINAFORE WEALTH COUNSEL INC. of DURHAM, NC is an SEC-registered investment adviser (CRD 170540). Regulatory assets under management: $173.6M.

Registration

• CRD: 170540
• SEC file number: 801-130577
• Type: Registered investment adviser
• Location: 3622 LYCKAN PKWY, DURHAM, NC, 27707
• Phone: 919-213-0458
• Latest filing: 2026-02-11
• Regulatory AUM: $173.6M
• Discretionary AUM: $161.1M
• Non-discretionary AUM: $12.5M
• Clients: 2
• Accounts: 325

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170540 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search