# Pinnacle Portfolio Advisors

Pinnacle Portfolio Advisors is a Bank / Wealth / Trust based in Boise, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boise, United States
- **Region:** North America
- **Address:** 3405 W Crescent Rim Drive, Boise, ID 83706, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.pinnacleportfolio.com
- **LinkedIn:** https://www.linkedin.com/company/pinnacleportfolioadvisors

## Regulatory record

- **CRD number:** 287622
- **SEC file number:** 801-114877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287622

## About

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.

## Sectors

- Technology
- Professional Services

## People

- Bert Ellis — Owner, Principal Financial Advisor
- Amanda Rasberry, IACCP® — Financial Analyst/Practice Manager, Chief Compliance Officer

## 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.

## Related profiles

- [Pinnacle Pension Consultants](https://altss.com/profile/pinnacle-pension-consultants)
- [Pinnacle Ventures](https://altss.com/profile/pinnacle-ventures)

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Last updated: 2026-08-11T15:07:49.000Z

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