# Pinnacle Wealth Advisors

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

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clackamas, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** thinkpinnacle.com
- **LinkedIn:** https://www.linkedin.com/company/pinnacle-wealth-advisors

## Regulatory record

- **CRD number:** 117517
- **SEC file number:** 801-116763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117517

## About

Founded in 2006, Pinnacle Wealth Advisors is a Nashville-based registered investment advisor. The firm provides wealth management services including retirement planning, tax coordination, and alternative investments to individuals, trusts, estates, and select corporate clients. The firm's service model centers on integrated financial planning. Its website highlights tax coordination, retirement planning, and alternative investments as core capabilities, alongside philanthropic planning. Pinnacle serves a client base of individuals, trusts, estates, and business entities. Publicly available operational detail is limited. The firm maintains a website at thinkpinnacle.com but does not disclose assets under management, total deployment, team size, or named principals. No recent fund closes, portfolio company investments, or co-investor relationships have been reported by trade publications. Its structural differentiator, to the extent one exists, is the firm's emphasis on tax coordination and alternative investments within a planning-centric RIA framework in a growing Southern market.

## Questions

### Who founded Pinnacle Wealth Advisors and who leads investment decisions?

Pinnacle Wealth Advisors was established in 2006. No named founder, managing principal, CIO, or investment committee members are disclosed on its website or in public records. This is not uncommon for small, independently owned RIAs that serve a local client base directly.

### Is Pinnacle Wealth Advisors affiliated with Pinnacle Financial Partners or another Pinnacle entity?

No publicly documented affiliation exists between Pinnacle Wealth Advisors and Pinnacle Financial Partners, a Tennessee-based bank. The firm's website, thinkpinnacle.com, does not reference any parent bank, holding company, or institutional partner.

## Related profiles

- [Pinkerton Wealth Partners](https://altss.com/profile/pinkerton-wealth-partners-pwp)
- [Pinnacle Wealth Management](https://altss.com/profile/pinnacle-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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