Pinion Investment Advisors, LLC
● SEC registered since 2004CRD 114556SEC# 801-63322Wichita, KS
Reg. AUM
$837.1M
Employees
12
Accounts
1,599
Location
Wichita, KS
Pinion Investment Advisors, LLC assets under management
Pinion Investment Advisors, LLC is an SEC-registered investment adviser based in Wichita, KS. The firm has been registered since 2004. It reports $837.1 million in regulatory assets under management and employs 12 people.
Pinion Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Prentiss Allen Control | President | Under 5% | 2012 |
| Pinion Wealth Management, LLC Control | Owner | Over 75% | 2000 |
| Sheryl Anne Meyer Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinion Investment Advisors, LLC manage?
Pinion Investment Advisors, LLC reports $837.1 million in regulatory assets under management on its Form ADV.
How many employees does Pinion Investment Advisors, LLC have?
Pinion Investment Advisors, LLC reports 12 employees.
Where is Pinion Investment Advisors, LLC located?
Pinion Investment Advisors, LLC is based in Wichita, KS and has been SEC-registered since 2004.
Does Pinion Investment Advisors, LLC disclose fund performance?
Pinion Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206 |
| Phone | 316-682-8344 |
| Fax | 316-682-8345 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1738738 |
| Discloses disciplinary history | No |
Regulatory AUM
$837.1M▲ 29%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$837.1Mregulatory AUM
Discretionary $774.4MNon-discretionary $62.8M