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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

PINNACLE ADVISORS LLC

CRD 107275

EAST SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4baa950c-dd3a-133f-d48c-37f1a621b513

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2012 to Mar 26, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $433,140Item 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $433,140
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-53493
CRD: 107275
Filings on the tape: 21
First filed: Feb 29, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, NY
Website: nysafunds.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CUCULICH, ROBERT, FRANK	President	C	yes	02/2012	Jun 13, 2013	Mar 26, 2024
CUVELIER, GREGORY, B	Member	B	yes	12/1998	Feb 29, 2012	Mar 26, 2024
KIDD, GREGG, ANTHONY	Member	C	yes	10/1996	Feb 29, 2012	Mar 26, 2024
LANNING, JR., RICHARD, DUELL	Member	A	yes	10/1996	Feb 29, 2012	Mar 26, 2024
LONERGAN, LUKE, JAMES	Member	B	yes	10/1996	Feb 29, 2012	Mar 26, 2024
QUILTY, BENJAMIN, RYAN	CHIEF COMPLIANCE OFFICER	B	no	06/2013	Jun 13, 2013	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PINNACLE INVESTMENTS, LLC	n/a	Bd affiliated wealth	$1.3B	N	no	n/a
PINNACLE CAPITAL MANAGEMENT, LLC	n/a	Independent wealth	$300M	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$433,140	$433,140	2	2	0	n/a	n/a
2024	Mar 28, 2025	$475,478	$475,478	2	2	0	n/a	n/a
2023	Mar 26, 2024	$460,642	$460,642	2	2	0	n/a	n/a
2022	Mar 12, 2023	$529,368	$529,368	2	2	0	n/a	n/a
2021	Feb 24, 2022	$516,573	$516,573	2	2	0	n/a	n/a
2020	Mar 12, 2021	$188,440	$188,440	2	2	0	n/a	n/a
2019	Mar 10, 2020	$1.6M	$1.6M	2	2	0	n/a	n/a
2018	Feb 21, 2019	$2.1M	$2.1M	2	2	0	n/a	n/a
2017	Feb 27, 2018	$1.8M	$1.8M	2	2	0	n/a	n/a
2016	Jan 25, 2017	$1.7M	$1.7M	2	2	n/a	n/a	n/a
2015	Feb 12, 2016	$1.7M	$1.7M	2	2	n/a	n/a	n/a
2014	Feb 12, 2015	$1.9M	$1.9M	2	2	n/a	n/a	n/a
2013	Mar 31, 2014	$2.8M	$2.8M	2	2	n/a	n/a	n/a
2012	Mar 25, 2013	$1.7M	$1.7M	2	2	n/a	n/a	n/a
2011	Feb 29, 2012	$2.4M	$2.4M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$433,140	$475,478	-8.9%	$529,368	-6.5%	2	2	0	0

Relationships

Affiliated with (3)

← PINNACLE INVESTMENTS, LLCRegistered adviserother investment adviser
factForm ADV
→ PINNACLE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser
factForm ADV
→ PINNACLE INVESTMENTS, LLCRegistered adviserother investment adviser, broker-dealer
factForm ADV

Controls (5)

← KIDD, GREGG, ANTHONYOwnerMEMBER, ownership code C, individual
Feb 29, 2012 to Mar 26, 2024factForm ADV
← LONERGAN, LUKE, JAMESOwnerMEMBER, ownership code B, individual
Feb 29, 2012 to Mar 26, 2024factForm ADV
← CUVELIER, GREGORY, BOwnerMEMBER, ownership code B, individual
Feb 29, 2012 to Mar 26, 2024factForm ADV
← LANNING, JR., RICHARD, DUELLOwnerMEMBER, ownership code A, individual
Feb 29, 2012 to Mar 26, 2024factForm ADV
← CUCULICH, ROBERT, FRANKOwnerPRESIDENT, ownership code C, individual
Jun 13, 2013 to Mar 26, 2024factForm ADV

Owns (1)

← QUILTY, BENJAMIN, RYANOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Jun 13, 2013 to Mar 26, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4baa950c-dd3a-133f-d48c-37f1a621b513
First observed: Feb 29, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PINNACLE ADVISORS LLC

CRD 107275

EAST SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4baa950c-dd3a-133f-d48c-37f1a621b513

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUCULICH, ROBERT, FRANK

President

yes

02/2012

Jun 13, 2013

Mar 26, 2024

CUVELIER, GREGORY, B

Member

yes

12/1998

Feb 29, 2012

Mar 26, 2024

KIDD, GREGG, ANTHONY

Member

yes

10/1996

Feb 29, 2012

Mar 26, 2024

LANNING, JR., RICHARD, DUELL

Member

yes

10/1996

Feb 29, 2012

Mar 26, 2024

LONERGAN, LUKE, JAMES

Member

yes

10/1996

Feb 29, 2012

Mar 26, 2024

QUILTY, BENJAMIN, RYAN

CHIEF COMPLIANCE OFFICER

06/2013

Jun 13, 2013

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PINNACLE INVESTMENTS, LLC

n/a

Bd affiliated wealth

$1.3B

n/a

PINNACLE CAPITAL MANAGEMENT, LLC

n/a

Independent wealth

$300M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$433,140

n/a

2024

Mar 28, 2025

$475,478

n/a

2023

Mar 26, 2024

$460,642

n/a

2022

Mar 12, 2023

$529,368

n/a

2021

Feb 24, 2022

$516,573

n/a

2020

Mar 12, 2021

$188,440

n/a

2019

Mar 10, 2020

$1.6M

n/a

2018

Feb 21, 2019

$2.1M

n/a

2017

Feb 27, 2018

$1.8M

n/a

2016

Jan 25, 2017

$1.7M

n/a

2015

Feb 12, 2016

$1.7M

n/a

2014

Feb 12, 2015

$1.9M

n/a

2013

Mar 31, 2014

$2.8M

n/a

2012

Mar 25, 2013

$1.7M

n/a

2011

Feb 29, 2012

$2.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$433,140

$475,478

-8.9%

$529,368

-6.5%