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PINNACLE WEALTH ADVISORS

CLACKAMAS, OR · CRD 117517 · IAPD ↗ · thinkpinnacle.com. · 503-654-5100

$549.7MRegulatory AUM
14Advisory reps
21Employees
5Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — PINNACLE WEALTH ADVISORS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2026 — PINNACLE WEALTH ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — PINNACLE WEALTH ADVISORS crossed $500M in regulatory AUM ($461.4M -> $549.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — PINNACLE WEALTH ADVISORS grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
December 2025 — PINNACLE WEALTH ADVISORS filed an Item 4A succession naming PINNACLE WEALTH ADVISORS (CRD 117517) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
53
April 2025 — PINNACLE WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — PINNACLE WEALTH ADVISORS grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — PINNACLE WEALTH ADVISORS reported RAUM up 128% ($202.1M -> $461.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — PINNACLE WEALTH ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — PINNACLE WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — PINNACLE WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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