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Jason W

Series 63, Series 65

Ketchum, ID

Pinyon Pine Capital LLC

Jason Williams is a financial advisor at Pinyon Pine Capital LLC in Ketchum, Idaho, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinyon Pine Capital since 2010. Since March 2024, Dr. Williams has also served as principal and chief investment officer of Pios Capital, LLC, an Idaho exempt reporting adviser managing a pooled investment vehicle. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and manages concentrated portfolios with multi-year holding horizons to emphasize tax efficiency across several separately managed strategies.

Concentrated stock management Tax-loss harvesting Active portfolio management
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Brandon D

Series 65

Ketchum, ID

Pinyon Pine Capital LLC

Brandon Davis is a financial advisor at Pinyon Pine Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at TBG Equity from 2016 to 2018 before joining Pinyon Pine Capital, where he has been since 2019. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors through several separately managed strategies. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and emphasizes concentrated portfolios with multi-year holding horizons aimed at tax efficiency.

Concentrated stock management Tax-loss harvesting Active portfolio management
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