# Pinecone Financial

> Pinecone Financial is a state-registered investment advisory firm, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.

- CRD: 310282
- Filed as: PINECONE FINANCIAL
- Legal name: Korman, Jeremy, Nathan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310282
- AdvisorCensus page: https://advisorcensus.com/firm/pinecone-financial-310282

## Quick answers

**How is Pinecone Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Pinecone Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pinecone Financial registered with the SEC or a state?**
Pinecone Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310282.

**Does Pinecone Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310282

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pineconefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinecone Financial (CRD 310282): Form ADV filing data as of October 2026.