Pinestar Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,702,575
Clients
6
Advisors
1
of 1 employees
About
Pinestar Capital Advisors provides discretionary portfolio management, modular financial planning and investment consulting to individuals (including high-net-worth clients), trusts, estates, small businesses and charitable organizations. As of December 31, 2025 the firm reported approximately $1.7 million in assets under management across six client relationships and offers both ongoing asset supervision and one-time or as‑needed consultations.
The firm’s investment approach emphasizes very long‑term horizons and fundamental analysis, with a mix of value and growth strategies and the use of tactical and strategic asset allocation where appropriate; growth allocations are generally limited in client portfolios. Financial planning is delivered on a modular basis and consulting engagements can include individualized due diligence and advice on significant financial or business transactions.
Compared with many independent advisors, Pinestar Capital Advisors routinely serves corporate or business clients and circulates educational newsletters and reports to clients and prospects (newsletters are general in nature and do not make buy/sell recommendations). The firm also discloses an Incident Response Plan under Regulation S‑P that requires written notice to affected individuals of data breaches within 30 days, a level of explicit cybersecurity notification practice not always described in ADV brochures.
Client services
Fee options
Fixed fees for modular financial planning and consulting services range from $500 to $5,000.
$0 - $2,000,000: 1.30% annually $2,000,001 - $5,000,000: 1.10% annually $5,000,001+: 0.90% annually
$225 per hour for modular financial planning and investment consulting services.
Minimum fee: Minimum fee generally charged for financial planning or investment consulting services is $500. Fee-only: Financial planning and investment consulting services offered on hourly ($225/hour) and fixed fee basis ($500 to $5,000). Fees may be waived or reduced at advisor's discretion.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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