| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Prentiss Allen Control | President | Under 5% | 2012 |
| Pinion Wealth Management, LLC Control | Owner | Over 75% | 2000 |
| Sheryl Anne Meyer Control | Chief Compliance Officer | Under 5% | 2022 |
Pinion Investment Advisors, LLC reports $649 million in regulatory assets under management on its Form ADV.
Pinion Investment Advisors, LLC reports 12 employees.
Pinion Investment Advisors, LLC is based in Wichita, KS and has been SEC-registered since 2004.
Pinion Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206 |
| Phone | 316-682-8344 |
| Fax | 316-682-8345 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1738738 |
| Discloses disciplinary history | No |
| Discretionary | $615.9M |
| Non-discretionary | $33.1M |
| Total (RAUM) | $649M |