Pinnacle Portfolio Advisors, LLC
● SEC registered since 2019CRD 287622SEC# 801-114877
Reg. AUM
$171.9M
Employees
3
Accounts
73
Location
—
Pinnacle Portfolio Advisors, LLC assets under management
Pinnacle Portfolio Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $171.9 million in regulatory assets under management and employs 3 people.
Pinnacle Portfolio Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Michelle Rasberry | Chief Compliance Officer | Under 5% | 2019 |
| Bert Wayne Ellis Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Pinnacle Portfolio Advisors, LLC manage?
Pinnacle Portfolio Advisors, LLC reports $171.9 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Portfolio Advisors, LLC have?
Pinnacle Portfolio Advisors, LLC reports 3 employees.
Does Pinnacle Portfolio Advisors, LLC disclose fund performance?
Pinnacle Portfolio Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 208-813-3181 |
| Office hours | 8-4 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$171.9Mregulatory AUM
Discretionary $171.9M