# Pinafore Wealth Counsel

Pinafore Wealth Counsel is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170540
- **SEC file number:** 801-130577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170540

## About

PINAFORE WEALTH COUNSEL INC. is an SEC-registered investment adviser in Durham, NC, registered since 2024. The firm manages $174 million in assets, with $161 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who leads investment decisions at Pinafore Wealth Counsel?

Pinafore Wealth Counsel has not publicly identified its CEO, CIO, or managing principals. The firm does not appear on any regulatory or professional directory listing individuals, making leadership attribution impossible from public sources.

### Does Pinafore Wealth Counsel commit capital to external funds or direct deals?

No information is public about the firm's investment vehicle usage or direct deal activity. Its RIA registration permits both fund investments and direct holdings, but no examples are known.

### On which sectors does Pinafore Wealth Counsel focus?

Pinafore Wealth Counsel has not disclosed any sector preferences or exclusions. Its lack of public presence means no sector focus can be reliably cited.

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Last updated: 2026-06-03T20:00:00.000Z

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