PINNACLE WEALTH ADVISORS
  • PINNACLE WEALTH ADVISORS
  • PINNACLE ADVISORY SERVICES
  • PINNACLE INVESTMENT ADVISORY
  • PINNACLE ADVISORY SERVICES, INC
  • PINNACLE ADVISORY SERVICES INC.

Adviser Profile

As of Date 09/17/2025
Registration status Terminated
ADV Location NASHVILLE, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 936,496,459 15%
of that, discretionary 936,496,459 15%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 3,615,816 17%
% High Net Worth 77.70% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

936M 803M 669M 535M 401M 268M 134M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$86,455 % Position3.50% $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$74,938 % Position3.03% $ Change # Change
Stck Ticker72346Q104 Stock NamePINNACLE FINL PARTNERS INC $ Position$58,400 % Position2.36% $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$52,294 % Position2.12% $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$51,030 % Position2.07% $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$50,280 % Position2.03% $ Change # Change
Stck Ticker464287457 Stock NameISHARES TR $ Position$48,668 % Position1.97% $ Change # Change
Stck Ticker464287614 Stock NameISHARES TR $ Position$41,822 % Position1.69% $ Change # Change
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$29,873 % Position1.21% $ Change # Change
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$28,541 % Position1.16% $ Change # Change

Brochure Summary