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PINNACLE INVESTMENT ADVISORS
PINNACLE HOLDINGS, LLC
CRD 108086 · SEC 801-57298
1616 EAST 15TH STREET, TULSA, OK, 74120, United States
Phone
918-582-6864
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$508.3M
Discretionary AUM
$491.5M
Team
7 total employees; 6 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 330 | $137.3M |
| High net worth individuals | 128 | $204.5M |
| Pooled investment vehicles | 3 | $57.5M |
| Pension/profit sharing plans | 12 | $14.1M |
| Charitable organizations | 9 | $30.9M |
| State/municipal entities | 1 | $385K |
| Corporations/business entities | 12 | $25.3M |
States served
OK
All web addresses on file
Official SEC filing: View on IAPD