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 first registered with the SEC in 2019. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its engagement model includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. The firm lists a broad set of advisory services: financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and the selection of other advisers. Firm affiliations noted on filings include roles as an investment adviser and sponsor, general partner, and managing member of pooled vehicles. Pinnacle does not describe itself as an active ESG investor.