Pinnacle Portfolio Advisors

Overview

Pinnacle Portfolio Advisors is an SEC-registered investment adviser organized as a limited liability company and operating under an individual owner model. The firm runs a percentage-of-AUM fee schedule and focuses on discretionary portfolio management for individuals, small businesses, and institutional clients. Firm activities extend beyond advisory work into brokerage services for real estate and insurance, which suggests an integrated approach that can pair investment planning with property and insurance solutions. Investment activity shows a strong bias toward publicly traded equities — the firm’s most-used asset type is exchange-traded equities — while also using mutual funds and third-party real estate managers to round out client portfolios. Pinnacle does not position itself as a capital allocator running proprietary alternative funds, and it does not identify as an active ESG investor. Its regulatory profile indicates stable operations since its SEC registration in 2019 and a client base concentrated on individual and family relationships alongside some institutional mandates.

Assets & Accounts

Public Holdings

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Location & Offices