Insights

Retirement Focus Pinehurst Capital specializes in providing tailored financial advisory services for retirees and individuals nearing retirement, emphasizing wealth preservation and stable income streams, which presents opportunities for financial products and services aligned with retirement planning.

Recent Expansion The company's merger with CG Financial Services in March 2021 indicates growth and an expanded client base, suggesting increased demand for personalized retirement strategies and potential cross-selling of financial solutions.

Service Differentiation With core offerings including guaranteed lifetime income, tax reduction, and portfolio stability, Pinehurst appeals to clients seeking secure and sustainable retirement plans, highlighting an opportunity to promote insurance-linked products and tax-optimization solutions.

Financial Health Generating revenue between $1 million and $10 million, Pinehurst shows sustainable, though modest, financial standing, which might be attractive for financial partners offering scalable solutions to support their growth trajectory.

Technology Adoption Utilizing popular web technologies such as jQuery, Bootstrap, and Google Tag Manager suggests an engagement-oriented digital presence, opening avenues for digital marketing collaborations and online financial planning tools targeted at retiring clients.

Pinehurst Capital Tech Stack

Pinehurst Capital uses 8 technology products and services including Font Awesome, Modernizr, jQuery, and more. Explore Pinehurst Capital's tech stack below.

  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Pinehurst Capital's Email Address Formats

Pinehurst Capital uses at least 1 format(s):
Pinehurst Capital Email FormatsExamplePercentage
FirstL@pinehurstcapital.netJohnD@pinehurstcapital.net
38%
First@pinehurstcapital.netJohn@pinehurstcapital.net
12%
FirstL@pinehurstcapital.netJohnD@pinehurstcapital.net
38%
First@pinehurstcapital.netJohn@pinehurstcapital.net
12%

Frequently Asked Questions

What is Pinehurst Capital's official website and social media links?

Minus sign iconPlus sign icon
Pinehurst Capital's official website is pinehurstcapital.net and has social profiles on LinkedIn.

What is Pinehurst Capital's SIC code NAICS code?

Minus sign iconPlus sign icon
Pinehurst Capital's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Pinehurst Capital have currently?

Minus sign iconPlus sign icon
As of December 2025, Pinehurst Capital has approximately 1 employees across 1 continents, including North America. Key team members include Founder And Principal: G. P.. Explore Pinehurst Capital's employee directory with LeadIQ.

What industry does Pinehurst Capital belong to?

Minus sign iconPlus sign icon
Pinehurst Capital operates in the Financial Services industry.

What technology does Pinehurst Capital use?

Minus sign iconPlus sign icon
Pinehurst Capital's tech stack includes Font AwesomeModernizrjQueryjQuery MigratePHPGoogle Tag ManagerBootstrapAdobe Fonts.

What is Pinehurst Capital's email format?

Minus sign iconPlus sign icon
Pinehurst Capital's email format typically follows the pattern of FirstL@pinehurstcapital.net. Find more Pinehurst Capital email formats with LeadIQ.

Pinehurst Capital

Financial ServicesNorth Carolina, United States0-1 Employees

Pinehurst Capital, Inc. is an independent financial advisory firm that focuses on the needs of retirees and soon-to-be retirees. Many retirees prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning—utilizing only stocks, bonds and mutual funds—often times fails to help realize these goals. Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Since 1983, Pinehurst Capital's mission has been to fundamentally shift the way Americans invest their money during their retirement years. As an independent advisory firm, we recommend appropriate strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially confident regardless of the state of our economy. Pinehurst Capital's core services are built around three primary pillars to best serve your retirement needs: - Guaranteed* Lifetime Retirement Income - Fully Integrated Tax Reduction Strategies - Portfolio Stability *Guarantees rely on the financial strength and claims-paying ability of the issuing insurance company.

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Pinehurst Capital's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pinehurst Capital's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.