Pinnacle Wealth Advisors
CRD 132634SEC# 801-67352Nashville, TN
No longer SEC-registered. Pinnacle Wealth Advisors appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$936.5M
Employees
6
Accounts
259
Location
Nashville, TN
Pinnacle Wealth Advisors assets under management
Pinnacle Wealth Advisors operates as an SEC-registered investment adviser based in Nashville, TN. It reports $936.5 million in regulatory assets under management and employs 6 people.
Pinnacle Wealth Advisors owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Kirk Allen Control | Director | Under 5% | 2020 |
| David Morris James Control | Chief Compliance Officer | Under 5% | 2016 |
| Jeffery Dewayne Eubanks Control | Director | Under 5% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Wealth Advisors manage?
Pinnacle Wealth Advisors reports $936.5 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Advisors have?
Pinnacle Wealth Advisors reports 6 employees.
Where is Pinnacle Wealth Advisors located?
Pinnacle Wealth Advisors is based in Nashville, TN.
Does Pinnacle Wealth Advisors disclose fund performance?
Pinnacle Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21 Platform Way S, Ste 2300, Nashville, TN 37203 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$936.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$936.5Mregulatory AUM
Discretionary $936.5M