Wealth Manager
    SEC Registered
    Manages Private Funds

    Pinnacle Investment Advisors

    Registered investment advisor · Tulsa, Oklahoma · CRD #108086

    Assets Under Management
    $508M
    Client Accounts
    496
    Employees
    7
    CRD Number
    108086
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pinnacle Investment Advisors

    Pinnacle Investment Advisors is a fiduciary-driven, independent investment advisory firm based in Tulsa, OK, offering personalized, diversified financial strategies and services including retirement planning, wealth management, and alternative investments.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Pinnacle Investment Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Pinnacle Investment Advisors's AUM?

    Pinnacle Investment Advisors reports approximately $508M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pinnacle Investment Advisors headquartered?

    Pinnacle Investment Advisors is headquartered in Tulsa, Oklahoma.

    What is Pinnacle Investment Advisors's CRD number?

    Pinnacle Investment Advisors's CRD number is 108086. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pinnacle Investment Advisors manage?

    Pinnacle Investment Advisors manages approximately 496 client accounts according to its latest SEC filing.

    Is Pinnacle Investment Advisors SEC registered?

    Yes, Pinnacle Investment Advisors is registered with the SEC as an investment adviser with an approved registration status.

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