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PINNACLE INVESTMENT ADVISORS

TULSA, OK · CRD 108086 · IAPD ↗ · pinnacleholdings.net · 918-582-6864

$508.3MRegulatory AUM
6Advisory reps
7Employees
4Clients
11-25Planning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PINNACLE INVESTMENT ADVISORS crossed $500M in regulatory AUM ($455.2M -> $508.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.