# Pinnacle Stream Capital LLC

> Pinnacle Stream Capital LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 323426
- Filed as: PINNACLE STREAM CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323426
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-stream-capital-llc-323426

## Quick answers

**How is Pinnacle Stream Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Stream Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Pinnacle Stream Capital LLC registered with the SEC or a state?**
Pinnacle Stream Capital LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323426.

**How much does Pinnacle Stream Capital LLC manage?**
Pinnacle Stream Capital LLC reports $6,072,191 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Pinnacle Stream Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); charitable organizations (1).

**Does Pinnacle Stream Capital LLC 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/323426

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,072,191
- Discretionary: $6,072,191
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $5,023,194 |
| Charitable organizations | 1 | $1,048,997 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Stream Capital LLC (CRD 323426): Form ADV filing data as of October 2026.