# Belser Pinnacle Financial Advisors

Belser Pinnacle Financial Advisors is an Asset Manager based in Bellefontaine, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bellefontaine, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** belserpinnacle.com

## Regulatory record

- **CRD number:** 125653
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-16T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125653

## About

Belser Pinnacle Financial Advisors, LLC is a state-registered investment adviser in Bellefontaine, OH. It has one employee and one investment adviser. The firm is based in Ohio.

## Sectors

- Financial Services

## People

- Casey Belser — CEO

## Questions

### Who runs investment decisions at Belser Pinnacle?

Casey Belser is the CEO and the named investment adviser representative associated with Belser Pinnacle Financial Advisors. Investment decisions appear to rest with Casey Belser. No additional investment committee members, portfolio managers, or external sub-advisors have been publicly identified.

### What is Belser Pinnacle's known posture on fiduciary duty?

As a registered investment advisor, Belser Pinnacle operates under a federally mandated fiduciary duty to act in its clients' best interests. This is a structural commitment that distinguishes RIAs from broker-dealers operating under the less stringent suitability standard. The firm's exact fiduciary policies and how they are disclosed to clients are not publicly available.

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Last updated: 2026-06-03T20:00:00.000Z

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