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PINNACLE WEALTH ADVISORS

NASHVILLE, TN · CRD 132634 · IAPD ↗ · pnfp.com · 615-743-8271

$936.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — PINNACLE WEALTH ADVISORS (NASHVILLE, TN) left the SEC roster (was $936.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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