PINAFORE WEALTH COUNSEL INC.

Overview

Pinafore Wealth Counsel Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small-business clients, while also serving institutional relationships. The firm combines traditional advisory services with insurance brokerage capabilities, which suggests integration of risk transfer and insurance solutions into client plans alongside investment management. Its fee model is a hybrid: asset-based fees for discretionary portfolios plus hourly and fixed-fee arrangements for planning or project work. Investment activity leans toward publicly traded equity exposures and managed separate account strategies, with a material allocation to exchange-traded equities. The firm is not positioned as an ESG-focused investor. It uses third-party alternative managers for digital currency exposure and incorporates corporate debt within its fixed-income or credit allocations. The adviser reports operating as an individual-owned, independent RIA and is SEC-registered.

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