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Pinnacle Portfolio Advisors
Pinnacle Portfolio Advisors is a boutique Registered Investment Advisor (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive...
Overview
Pinnacle Portfolio Advisors is a boutique Registered Investment Advisor (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive investing. They work closely with clients' estate attorneys and tax advisors on long-term retirement and estate strategies. Their approach is relationship-centric and client-centered, creating custom investment mixes based on each client's financial situation, risk profile, personal needs, and life stage. Clients include business executives and business owners/partners in technology and professional services, as well as families managing intergenerational wealth. PINNACLE PORTFOLIO ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-06, it reported 3 employees; 73 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Business development companies, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Boise
Corporate office
3405 W Crescent Rim Drive, Boise, ID 83706, United States
Principals
Bert Ellis
Owner, Principal Financial Advisor
Amanda Rasberry, IACCP®
Financial Analyst/Practice Manager, Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Pinnacle Portfolio Advisors?
Investment decisions are led by Bert Ellis, the firm's Owner and Principal Financial Advisor. The firm lists no additional portfolio managers or investment committee members on its public materials.
How does Pinnacle source clients?
Pinnacle's client base is concentrated among business executives, owners and partners in the technology and professional-services sectors, as well as families managing intergenerational wealth. The firm's website describes a relationship-driven approach without detailing a formal referral network or marketing channel.
Does Pinnacle Portfolio Advisors participate in fund commitments or only direct investments?
The firm constructs client portfolios using direct holdings in equities, bonds, ETFs, CDs, and hard assets such as real estate. It has not disclosed any participation in private fund commitments, venture capital, or pooled alternative-investment vehicles.
Which custody and compliance infrastructure supports the firm?
Pinnacle uses Charles Schwab & Co. for custody services. Regulatory compliance oversight is handled by Amanda Rasberry, IACCP®, the firm's Chief Compliance Officer.
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