Pinnacle Investment Advisors
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 108086
- Registered since
- February 29, 2000
- Website
- www.pinnacleholdings.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI40.24%
- Individuals27%
- Pooled Investment Vehicles11.32%
- Other7.54%
- Charitable Organizations6.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinnacle Investment Advisors is an independent registered investment adviser organized as an LLC and operating since 2000. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management across individuals/small businesses, pooled vehicles, and institutional/business clients. Compensation models include asset-based fees, hourly billing, and performance-based arrangements. The firm is not positioned as a multi-state adviser or as an ESG-focused allocator; it also identifies as owner-operated by domestic entities and individuals and lists affiliations that include acting as an adviser/sponsor and serving as GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds18%
- Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds6%
- Private Funds5%
Contacts
3 of 14Lamont Cavanaugh
PartnerCRD 5639805
Aimee Boyer
Financial Planer & Portfolio ManagerCRD 5920311
David Poarch
Managing PartnerCRD 1572445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$16.6M in ETFs
100%
$16.6M
<1%
$16.6K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) | State Street | Passive | Large Value | $13.6M | 26,046 | 81.99% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 1616 E 15th St
- Time zone
- CT (UTC-6)
- Office locations
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