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PINNACLE INVESTMENT ADVISORS
Legal name: PINNACLE HOLDINGS, LLC
CRD 108086File 801-57298
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$508.3M
Above cohort median (national)
Discretionary AUM
$491.5M
Non-discretionary $16.8M
Clients
495
496 accounts
Employees
7
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 29, 2000
- Principal office
- 1616 EAST 15TH STREET, TULSA, OK, 74120
- Phone
- 918-582-6864
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $508.3M
- Discretionary AUM
- $491.5M
- Non-discretionary AUM
- $16.8M
- Discretionary accounts
- 492
- Non-discretionary accounts
- 4
- Total accounts
- 496
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $25.3M |
| Charitable organizations | 9 | $30.9M |
| High net worth individuals | 128 | $204.5M |
| Pooled investment vehicles | 3 | $57.5M |
| Pension and profit sharing plans | 12 | $14.1M |
| State or municipal government entities | Fewer than 5 | $385K |
| Individuals (other than high net worth individuals) | 330 | $137.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 496 | 495 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.