PINNACLE FINANCIAL SERVICES, LLC

Overview

Pinnacle Financial Services, LLC is an individual-owned limited liability company that operates as a capital allocator and adviser through a selection-of-advisers model. The firm focuses on sourcing and placing client capital with external managers rather than running a large in-house investment platform. Its operating profile indicates a non-ESG stance and a single-state footprint rather than a multi-state advisory practice. Fee arrangements are listed as non-standard (“other”), and the firm maintains formal ties with accounting and insurance firms, which suggests it positions advisory work alongside tax and insurance planning resources. The firm's stated advisory activity centers on selecting third‑party managers, which typically involves manager due diligence, construction of multi-manager portfolios and ongoing oversight of external mandates. That model implies an emphasis on manager research and monitoring rather than proprietary security-level active trading.

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Location & Offices