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Pinnacle Advisors
Pinnacle Advisors was established in 1998 by William D. Heichel, an attorney whose practice formed the initial base for the firm. Keith Heichel serves as...
Pinnacle Advisors
Pinnacle Advisors was established in 1998 by William D. Heichel, an attorney whose practice formed the initial base for the firm. Keith Heichel serves as President and CEO. The firm remains family owned and provides services to multiple generations of client families. The firm allocates across digital assets and philanthropic or mission-related investments. It maintains a North American geographic focus. No specific portfolio companies or co-investors are publicly identified in available records. The firm lists two properties tied to operations: its headquarters at 6 West Third Street in Mansfield and a residential holding in Loudonville, Ohio. It participates in local networks including the Richland Area Chamber of Commerce and Leadership Unlimited. No dated operational events from the last 24 months appear in source material.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Mansfield
Corporate office
6 West Third Street, Suite 100, Mansfield, OH 44902
Principals
Keith Heichel
President and CEO
Jennifer Henderson
CFO and CCO
David Heichel
Chief Marketing Officer and principal owner
Scott Heichel
Chief Investment Officer and principal owner
William D. Heichel
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Pinnacle Advisors?
Scott Heichel serves as Chief Investment Officer. Keith Heichel holds the role of President and CEO. Jennifer Henderson serves as CFO and CCO.
Where does the underlying wealth come from?
The firm grew out of the Heichel family’s legal and financial-planning enterprise established by William D. Heichel.
What investment types does Pinnacle Advisors pursue?
Confirmed investment types include digital assets and philanthropic or mission-related investing. The firm also references Web3 and blockchain exposure.
Does Pinnacle Advisors maintain philanthropic structures?
The firm lists involvement with the Mansfield Richland Area Educational Foundation and the Ohio 4-H Foundation.
How is Pinnacle Advisors structured relative to its client base?
It operates as a multi-family office providing services to multiple high-net-worth families rather than a single family.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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