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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 21 | increased by7 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 813 | 832 | increased by19 |
| Apr 1, 2026 | AUM | $461,414,534 | $549,709,723 | increased by$88,295,189 |
| Apr 1, 2026 | Accounts | 2,644 | 2,956 | increased by312 |
| Jan 1, 2026 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 14 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 434 | 813 | increased by379 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $183,407,455 | $461,414,534 | increased by$278,007,079 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 434 | 2,644 | increased by2,210 |
| Apr 1, 2022 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2022 | Clients | 301 | 434 | increased by133 |
| Apr 1, 2022 | AUM | $161,348,336 | $183,407,455 | increased by$22,059,119 |
| Apr 1, 2022 | Accounts | 301 | 434 | increased by133 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PINNACLE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINNACLE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.