Leadership Team

Meat Our Leadership Team and Principals

Pinnacle Capital Group is a veteran-led and owned boutique financial complex consisting of a Broker- Dealer (BD), Registered Investment Advisor (RIA), and Commodities Trading Advisor (CTA). We are members of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the National Futures Association (NFA). Our mission is to provide premium services to and help support the growth of our clients, advisors, and associates. Our core leadership team has created billions of dollars of value in raising capital, distribution, due diligence, securities transactions, merger and acquisitions, and managing non-financial businesses.

Bill Davis


David Vicini, MBA, CM&AA, CAFCA


Ana Carter


JP Parker, DBA, MBA, CCS

Executive Vice President

T.K. Frantz, MBA, CFA

Registered Principal

Robert Smith, JD

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