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Pinnacle Wealth Advisors

CRD 132634SEC# 801-67352Nashville, TN
Export (members)
No longer SEC-registered. Pinnacle Wealth Advisors appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$936.5M
Employees
6
Accounts
259
Location
Nashville, TN

Pinnacle Wealth Advisors assets under management

Pinnacle Wealth Advisors operates as an SEC-registered investment adviser based in Nashville, TN. It reports $936.5 million in regulatory assets under management and employs 6 people.

Pinnacle Wealth Advisors owners & executives

6 reported
NameTitleOwnershipSince
David Kirk Allen ControlDirectorUnder 5%2020
David Morris James ControlChief Compliance OfficerUnder 5%2016
Jeffery Dewayne Eubanks ControlDirectorUnder 5%2015
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Frequently asked questions

How much does Pinnacle Wealth Advisors manage?

Pinnacle Wealth Advisors reports $936.5 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Wealth Advisors have?

Pinnacle Wealth Advisors reports 6 employees.

Where is Pinnacle Wealth Advisors located?

Pinnacle Wealth Advisors is based in Nashville, TN.

Does Pinnacle Wealth Advisors disclose fund performance?

Pinnacle Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21 Platform Way S, Ste 2300, Nashville, TN 37203
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$936.5M
Non-discretionary$0
Total (RAUM)$936.5M