Pinnacle Advisors
Pinnacle Advisors is a multi-family office headquartered in Mansfield, United States. Founded in 1998, the firm grew out of the Heichel family’s longstanding legal and financial-planning enterprise and remains family owned.
Pinnacle Advisors
Pinnacle Advisors is a multi-family office headquartered in Mansfield, United States. Founded in 1998, the firm grew out of the Heichel family’s longstanding legal and financial-planning enterprise and remains family owned. It provides wealth management, tax and estate planning, and investment advisory services to multiple generations of high-net-worth families across the country, leveraging interdisciplinary expertise to steward and expand client capital.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
—
Location
Region
North America
Country
—
City
Mansfield
Corporate office
6 West Third Street, Suite 100, Mansfield, OH 44902
Frequently asked questions
What is Pinnacle Advisors?
Pinnacle Advisors is a multi family office headquartered in Mansfield.
When was Pinnacle Advisors founded?
Pinnacle Advisors was founded in 1998.
Where is Pinnacle Advisors headquartered?
Pinnacle Advisors is headquartered in Mansfield, in the North America region.
What does Altss track for Pinnacle Advisors?
Altss maintains an OSINT-verified profile of Pinnacle Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Pinnacle Advisors's website?
Pinnacle Advisors's public website is www.pinnacleadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Pinnacle Advisors?
Pinnacle Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Pinnacle Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Pinnacle Advisors?
Pinnacle Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: