9AT: PINNACLE PORTFOLIO ADVISORS

Adviser Profile

As of Date	02/06/2026
Registration	SEC, Approved, 03/22/2019
Other registrations (2)	California, Terminated, 05/05/2019 Idaho, Terminated, 04/05/2019
Contact Info	208 xxxxxxx
Websites

AUM^*	171,929,093 14%
of that, discretionary	171,929,093 14%
Number of Employees	3 -40%
of those in investment advisory functions	3 50%
Private Fund GAV^*	0
Avg Account Size	2,355,193 3%
% High Net Worth	50.00% -4%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser OLYMPUS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM850.2m	#Funds-
Adviser HARDY REED, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.9b	#Funds-
Adviser XPYRIA INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM823.3m	#Funds-
Adviser MERRION INVESTMENT MANAGEMENT CO, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM244.8m	#Funds-
Adviser CHAPEL BRIDGE WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.9m	AUM273.6m	#Funds1
Adviser MAYFLOWER ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6m	AUM5.8b	#Funds2
Adviser LAFFER TENGLER INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM800.1m	#Funds-
Adviser CUTLER INVESTMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser EUBEL BRADY & SUTTMAN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-
Adviser DILIGENT INVESTORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM663.1m	#Funds-

Brochure Summary

Overview

Pinnacle Portfolio Advisors, LLC ("Pinnacle") is a SEC-registered investment adviser with its principal place of business located in Idaho. Pinnacle was established in 2017 by the firm's principal shareholder, Bert Ellis, Managing Member. Pinnacle offers the following advisory services to our clients: INVESTMENT SUPERVISORY SERVICES ("ISS") INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Initially, each portfolio will be designed to meet a particular investment goal which Pinnacle has determined to be suitable to our client’s circumstances. Once the appropriate portfolio has been determined,

we will review the portfolio and rebalance the account based upon our client’s individual needs, stated goals and objectives. Pinnacle’s strategy, generally, will be to seek to meet client investment objectives while providing clients with access to personal advisory services.
As a fiduciary, Pinnacle acts in your best interests. Your portfolio is customized based on your investment objectives. You may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Restrictions on trading which, in our opinion, are not in your best interest cannot be honored and if forced may result in the termination of our agreement. Our investment recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company. We may create a portfolio consisting of, but not limited to, individual stocks or bonds, exchange traded funds, no-load funds and/or load-waived funds (front-end commissions will not be charged). Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability.
AMOUNT OF MANAGED ASSETS As of December 31, 2023, we were actively managing approximately $151,360,904 of clients' assets on a discretionary basis, and none on a non-discretionary basis.

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PINNACLE PORTFOLIO ADVISORS PINNACLE PORTFOLIO ADVISORS PINNACLE PORTFOLIO ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS

PINNACLE PORTFOLIO ADVISORS, LLC