Developer docs
API playgroundTry for free, no card

Search company profiles

Pelleton Capital Management

Full company profile

uuid000unte

Namestring
Pelleton Capital Management
Legal namestring
Pelleton Capital Management, Ltd.
Websiteurl
pelletoncapital.com
Company typeenum
Private
Founded yearint
2014
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersScottsdale, United States
HQ citystring
Scottsdale
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial advisory services, retirement planning, long-term care planning, wealth management, investment management
Industry2 codes
PRIMARYFSAAAAAH
Discretionary Portfolio Management (Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAEAAAH
Financial Coaching & Budgeting Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code2 codes
  • Investment Advice6282
  • Services-Management Consulting Services8742
Product category
Financial Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Advisory Services
TypeSubscription Recurring
Description

The firm generates revenue through financial advisory fees, likely charged as a percentage of assets under management (AUM) or flat fees for planning services. As a registered investment advisor, they provide personalized financial planning, investment management, and long-term care planning services.

pelletoncapital.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Marketing or Sales, Operations, Infrastructure, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Pelleton Capital Management delivers personalized, fiduciary financial planning and investment advisory services to individuals, organized around five pillars: Cash Flow Planning, Risk Management, Tax Planning, Investment Planning, and Estate Planning. The firm specializes in long-term care planning strategies, helping clients protect retirement assets from healthcare costs through LTC insurance, reverse mortgages, Medicaid planning, annuity-based LTC, and asset-based LTC solutions. Advisory services are delivered directly through scheduled discovery calls and ongoing planning engagements in Arizona and Washington state.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Helped two sisters recover nearly $1 million from a poor investment choice
Product overview1 text field

Pelleton Capital Management is a financial advisory firm offering comprehensive financial planning and investment management services. The core offering consists of five-pillar financial planning (Cash Flow, Risk Management, Tax Planning, Investment Planning, and Estate Planning) with a specialization in long-term care planning. The firm provides educational content through multiple channels including the Financial Choices Matter Podcast, Pelleton University, and free resources (book, report, and video on LTC topics). The product portfolio is structured as advisory services supported by educational content products, not a technology platform.

Product and service2 records
1Comprehensive Financial Planning Services
CategoryFinancial Advisory Services
Description

Comprehensive financial planning advisory service addressing five pillars: Cash Flow Planning, Risk Management, Tax Planning, Investment Planning, and Estate Planning. Delivered as fiduciary, independent, and objective advice to individual clients (seniors, retirees, pre-retirees) primarily in Arizona and Washington state, with services provided through scheduled discovery calls and ongoing planning engagements.

2Long-Term Care Planning
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Pelleton Capital Management

Financial Advisory Servicespelletoncapital.com

Pelleton Capital Management firmographics

Firmographics
Name
Pelleton Capital Management
Legal name
Pelleton Capital Management, Ltd.
Website
https://pelletoncapital.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Pelleton Capital Management industry classification

Industry
Product category
Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282), Services-Management Consulting Services (8742)
akta.pro industry
PRIMARYFSAAAAAH
Discretionary Portfolio Management (Retail)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAEAAAH
Financial Coaching & Budgeting Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

  • Financial advisory services
  • Retirement planning
  • Long-term care planning
  • Wealth management
  • Investment management

Where Pelleton Capital Management is headquartered

Location

Headquarters

HQ city
Scottsdale
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Pelleton Capital Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Marketing or Sales, Operations, Infrastructure, Technology or R&D

Revenue model

  1. Financial Advisory Services: The firm generates revenue through financial advisory fees, likely charged as a percentage of assets under management (AUM) or flat fees for planning services. As a registered investment advisor, they provide personalized financial planning, investment management, and long-term care planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Pelleton Capital Management product offering

Product offering

Core offering

Pelleton Capital Management delivers personalized, fiduciary financial planning and investment advisory services to individuals, organized around five pillars: Cash Flow Planning, Risk Management, Tax Planning, Investment Planning, and Estate Planning. The firm specializes in long-term care planning strategies, helping clients protect retirement assets from healthcare costs through LTC insurance, reverse mortgages, Medicaid planning, annuity-based LTC, and asset-based LTC solutions. Advisory services are delivered directly through scheduled discovery calls and ongoing planning engagements in Arizona and Washington state.

Product overview

Pelleton Capital Management is a financial advisory firm offering comprehensive financial planning and investment management services. The core offering consists of five-pillar financial planning (Cash Flow, Risk Management, Tax Planning, Investment Planning, and Estate Planning) with a specialization in long-term care planning. The firm provides educational content through multiple channels including the Financial Choices Matter Podcast, Pelleton University, and free resources (book, report, and video on LTC topics). The product portfolio is structured as advisory services supported by educational content products, not a technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

  • Comprehensive Financial Planning Services Comprehensive financial planning advisory service addressing five pillars: Cash Flow Planning, Risk Management, Tax Planning, Investment Planning, and Estate Planning. Delivered as fiduciary, independent, and objective advice to individual clients (seniors, retirees, pre-retirees) primarily in Arizona and Washington state, with services provided through scheduled discovery calls and ongoing planning engagements.
  • Long-Term Care Planning

Quantifiable outcome

  • Helped two sisters recover nearly $1 million from a poor investment choice

Companies that use Pelleton Capital Management

Customer profile

Segments2 records

Ideal customer profiles2 records

Pelleton Capital Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Pelleton Capital Management partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Pelleton Capital Management competitors and assessment

Company assessment

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Pelleton Capital Management social profiles

Digital presence

Pelleton Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Pelleton Capital Management leadership team

Management profile

Number of profiles

Profiles1 record

Pelleton Capital Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Pelleton Capital Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pelleton Capital Management

What does Pelleton Capital Management do?

Pelleton Capital Management delivers personalized, fiduciary financial planning and investment advisory services to individuals, organized around five pillars: Cash Flow Planning, Risk Management, Tax Planning, Investment Planning, and Estate Planning. The firm specializes in long-term care planning strategies, helping clients protect retirement assets from healthcare costs through LTC insurance, reverse mortgages, Medicaid planning, annuity-based LTC, and asset-based LTC solutions. Advisory services are delivered directly through scheduled discovery calls and ongoing planning engagements in Arizona and Washington state.

Is Pelleton Capital Management a public or private company?

Pelleton Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Pelleton Capital Management founded?

Pelleton Capital Management was founded in 2014. It employs 1 to 10 people.

Where is Pelleton Capital Management based?

Pelleton Capital Management is headquartered in Scottsdale, United States, in the North America region.

How does Pelleton Capital Management make money?

One revenue line is on record: financial Advisory Services.

Does Pelleton Capital Management have an API?

No public API is recorded for Pelleton Capital Management.

What industry is Pelleton Capital Management in?

Pelleton Capital Management's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales