Pinnacle Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and related investment advice primarily for individual investors and also offers portfolio management services to institutional clients, a service less commonly provided by similarly sized independent advisers. It delivers ongoing portfolio oversight and tailored investment recommendations typical of independent advisory practices.
Its investment approach emphasizes customized, tax-aware strategies informed by the principal’s prior experience in accounting, taxation, and auditing. The firm seeks to integrate tax considerations into portfolio construction and financial planning, aiming to align investments with clients’ broader tax and financial objectives.
What distinguishes the firm is the combination of an owner-managed practice with a history dating to 2001 and the offering of institutional portfolio services alongside individual accounts, a mix that is atypical for small independents. The firm operates with direct oversight from its owner, which results in a consistent point of contact and continuity of service.
Client services
Expertise
Main office
Walnut Creek CA
Advisors at this office
1
Most active in
California
Also doing business as
Elfont, Jeffrey Michael · Jeffrey Michael Elfont · Pinnacle Capital Management · Summit Capital Management
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
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