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PINNACLE WEALTH ADVISORS
Legal name: PINNACLE WEALTH ADVISORS, LLC
CRD 117517File 801-116763
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$549.7M
Above cohort median (national)
Discretionary AUM
$513.5M
Non-discretionary $36.2M
Clients
832
2,956 accounts
Employees
21
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 7, 2019
- Principal office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, 97015
- Phone
- 503-654-5100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $549.7M
- Discretionary AUM
- $513.5M
- Non-discretionary AUM
- $36.2M
- Discretionary accounts
- 2,926
- Non-discretionary accounts
- 30
- Total accounts
- 2,956
- AUM per client
- $661K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $2.0M |
| High net worth individuals | 74 | $200.6M |
| Pooled investment vehicles | 1 | $0 |
| Pension and profit sharing plans | 18 | $74.0M |
| Individuals (other than high net worth individuals) | 736 | $273.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.