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PINNACLE PORTFOLIO ADVISORS
Legal name: PINNACLE PORTFOLIO ADVISORS, LLC
CRD 287622File 801-114877
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$171.9M
Bottom 25% of cohort (national)
Discretionary AUM
$171.9M
Clients
42
73 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 22, 2019
- Principal office
- Not reported
- Phone
- 208-813-3181
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.9M
- Discretionary AUM
- $171.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 73
- Non-discretionary accounts
- 0
- Total accounts
- 73
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $168.9M |
| Business development companies | 2 | $0 |
| Individuals (other than high net worth individuals) | 19 | $3.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 3 | decreased by3 |
| Mar 1, 2026 | Clients | 43 | 42 | decreased by1 |
| Mar 1, 2026 | AUM | $171,104,258 | $171,929,093 | increased by$824,835 |
| Mar 1, 2026 | Accounts | 66 | 73 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 6 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 42 | 43 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $188,827,317 | $171,104,258 | decreased by$17,723,059 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 78 | 66 | decreased by12 |
| Apr 1, 2022 | Clients | 40 | 42 | increased by2 |
| Apr 1, 2022 | AUM | $165,400,568 | $188,827,317 | increased by$23,426,749 |
| Apr 1, 2022 | Accounts | 73 | 78 | increased by5 |
| 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 PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINNACLE PORTFOLIO” 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.