PINYON PINE CAPITAL LLC

RIASEC Registered
Total AUM
$46.4M
Discretionary
$46.4M
100% of AUM
Avg account
$1.2M
Accounts
40
Employees
2
Advisory reps
3

Firm details

Headquarters
KETCHUM, Idaho
CRD number
155916
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI99.94%
  • Pension & Profit Sharing Plans0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinyon Pine Capital LLC is a small, discretionary registered adviser that focuses on portfolio management for individuals, families and select businesses or institutions. The firm shows a clear tilt toward liquid equities, deploying the bulk of client capital into exchange-traded stocks and ETFs while supplementing those core exposures with allocations to private equity and hedge funds through third‑party managers. Its fee model includes both percentage-of-AUM charges and performance-based fees, which aligns with active management and the use of alternative managers where incentive fees are common. The firm does not identify as an ESG investor. Operationally, custody relationships with Interactive Brokers and Charles Schwab suggest the manager runs both high‑touch, individually managed accounts and trading strategies that benefit from direct market access and low trading friction. The RIA’s client base and account counts point to a concentrated, high‑service practice rather than a mass-market, model‑based offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Public Funds/Mutual Funds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Public Funds/Mutual Funds1%

Contacts

3 of 3
  • JILL WILLIAMS

    TrusteeCRD 5873118

  • JASON WILLIAMS

    Co-FounderCRD 4140703

  • Brandon Davis

    AnalystCRD 7685512

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KETCHUM, ID

BLAINE

Location

KETCHUM, ID

Headquartered in KETCHUM, ID, in the West of the United States.

Region
West
County
BLAINE
Address
191 W Sun Valley Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth