Pinnacle Financial Services, LLC

Overview

Pinnacle Financial Services, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is owned by an individual and presents itself as a capital allocator that sources and assigns capital to outside managers rather than managing a proprietary long-only strategy directly. Its principal advisory activity is the selection of other advisers, indicating a multi-manager or manager-of-managers approach to client portfolios. The firm reports a nonstandard fee structure (listed as "Other") and does not identify itself as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and does not act as a pension consultant or related adviser. Industry affiliations include relationships with an accountant and an insurance company, which may reflect how the firm sources clients or integrates tax and insurance considerations into its advice.

Assets & Accounts

Investments & Alternatives