PINNACLE INVESTMENT ADVISORS, LLC

RIASEC Registered

Total AUM

$71.8M

Discretionary

$39.8M

55% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ANN ARBOR, Michigan
CRD number: 149495
Website: www.pinnacleinvestment.net
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.03%
Pension & Profit Sharing Plans20.6%
Pooled Investment Vehicles13.73%
Individuals3.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pinnacle Investment Advisors, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines advisory services—financial planning and portfolio management for individuals, small businesses, pooled vehicles and institutions—with complementary business activities as an insurance broker and accountant. Its fee model mixes a percentage-of-AUM structure with hourly and fixed-fee engagements, giving flexibility for different client needs. Investment activity centers on equity exposure: the adviser shows a clear preference for exchange-traded equities and manages separately managed accounts alongside pooled vehicles. The firm is not an active ESG investor and does not operate as a multi-state adviser. The asset mix and service set suggest a middle-market RIA that emphasizes customized portfolio management and planning rather than scale-driven product shelf strategies.