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 operating as a limited liability company and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional investors, offering financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its service set includes pension consulting, selection of other advisers, and sponsorship/management roles for pooled vehicles — the firm identifies itself as a capital allocator and also acts as a general partner or managing member on some vehicles. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Pinnacle does not describe itself as an active ESG investor. It reports industry affiliations consistent with running and sponsoring private pooled vehicles and working with other investment advisers.