Pinnacle Investment Advisors
Pinnacle Investment Advisors is an SEC-registered wealth manager in Tulsa, OK with $508.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Pinnacle Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108086, SEC 801-57298, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $508.3M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 7
- Clients
- 496
- CRD
- 108086
- Ownership
- KRAMER, ROBERT, BRETT; POARCH, DAVID, MONROE; SMITH, SHERMAN, E; WRIGHT, BRENT, WRAY; POSEY, JAMES, ANDREW
How much AUM does Pinnacle Investment Advisors have?
Pinnacle Investment Advisors reported $508.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Pinnacle Investment Advisors?
Disclosed owners and executives of Pinnacle Investment Advisors include KRAMER, ROBERT, BRETT, POARCH, DAVID, MONROE, SMITH, SHERMAN, E, WRIGHT, BRENT, WRAY, POSEY, JAMES, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.