Dan Pentecost

1909 West C Street
Jenks, OK 74037
Pentecost Capital Management, Inc. | Financial Advisor in Jenks ,OK

About Pentecost Capital Management, Inc.

Pentecost Capital Management, Inc. is an independent Registered
Investment Advisory firm, providing separate Account Management,
Retirement Planning and Financial Planning services consistent with the
individual needs of our clients.

Fees for PCM services are calculated as a percentage of assets under
management, and are intended to eliminate the conflicts of interest
inherent in commission-based advisory relationships.

Portfolios typically include stocks, exchange-traded-funds, bonds and
cash, balanced to achieve the investment objectives our clients. For
the equity portion of our accounts,PCM endeavors to invest in
companies capable of sustained long-term growth, with the potential
to appreciate at a rate greater than that of the S&P 500 Index.

Our stock selection methodology is best described as ?growth at a
reasonable price.? Individual stocks are chosen by means of a
proprietary ?bottom-up? quantitative selection process. Market
capitalization is not a criterion; however, PCM portfolios are normally
comprised of larger companies.

27 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   5-9
States Licensed in:   OK
Number of Years with Current Firm:   12
Work Experience:   Pentecost Capital Management - Registered Investment Advisor
Merrill Lynch - Financial Consultant
Frontier Airlines - Airline Pilot
U.S. Navy - Carrier Based Fighter Pilot, Vietnam Combat Veteran,
Operational Test Pilot
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services
Investment Types:   Stocks , Bonds , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , At my office , Via phone


Qualifications & Memberships
Compliance
Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? PCM clients can discontinue our services at any time and receive a prorated refund of any unearned management fees.
  • What are your qualifications? What is your education background? I hold a BA in Mathematics from San Diego State University and I'm a graduate of the College for Financial Planning.
  • What is your approach to financial planning? I examine the financial needs of my clients and develop portfolio strategies to accomplish thier objectives.
  • What services do you offer? Securities analysis, investment management and retirement consulting.
  • How many clients do you currently manage? About 100.
see more
Dan Pentecost

Dan Pentecost

Communities Served

All States

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:30 PM