PINNACLE INVESTMENT ADVISORS

other names
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Adviser Profile
As of Date 03/06/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 7 16.67%
Registration Oklahoma, Terminated, 05/21/2010
Other registrations (1)
AUM* 455,171,633 21.44%
of that, discretionary 444,271,974 22.04%
Private Fund GAV* 60,564,200 15.27%
Avg Account Size 972,589 -0.36%
% High Net Worth 26.50% 54.49%
SMA’s Yes
Private Funds 3
Contact Info 918 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

609M 522M 435M 348M 261M 174M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$46,098,429
Fund TypeSecuritized Asset Fund Count1 GAV$14,465,771

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