PINNACLE WEALTH ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$550M

Discretionary

$513M

93% of AUM

Avg account

$186K

Accounts

2,956

Employees

Advisory reps

Firm details

Headquarters: CLACKAMAS, Oregon
CRD number: 117517
Registered since: June 7, 2019
Website: thinkpinnacle.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals49.68%
HNWI36.5%
Pension & Profit Sharing Plans13.46%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinnacle Wealth Advisors is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. Pinnacle is not identified as an active ESG investor in its filing. The firm also acts in sponsor and general partner roles for pooled vehicles, indicating it both allocates to third-party managers and sometimes sponsors or manages private pooled structures. The firm’s regulatory registration dates back to 2019.